Filed May 20, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY Service code 27 · EIN 38-3712991 | Advisory (Plan) | $50,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,490 | $47,163-35.4% | $149,696-79.6% | $74,460-59.1% |
| Participation rate | 65.5% | 63.4%+2.1pp | 78.8%-13.2pp | 70.7%-5.2pp |
| Annual return | 17.87% | 22.75%-4.9pp | 134.46%-116.6pp | 34.38%-16.5pp |
| Employer contribution / active EE | $836 | $1,907-56.2% | $4,821-82.7% | $2,638-68.3% |
| Participant deferral / active EE | $1,539 | $2,730-43.6% | $5,682-72.9% | $4,530-66.0% |
| Admin fee / account holder | $175 | $343-48.9% | $13,212-98.7% | $348-49.6% |