Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $5,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,211 | $64,286-45.2% | $90,970-61.3% | $73,412-52.0% |
| Participation rate | 31.0% | 63.6%-32.6pp | 69.0%-38.0pp | 72.2%-41.2pp |
| Annual return | 11.96% | 21.46%-9.5pp | 134.60%-122.6pp | 59.30%-47.3pp |
| Employer contribution / active EE | $567 | $895-36.6% | $2,122-73.3% | $2,234-74.6% |
| Participant deferral / active EE | $900 | $2,453-63.3% | $3,373-73.3% | $3,806-76.3% |
| Admin fee / account holder | $36 | $287-87.5% | $5,961-99.4% | $158-77.3% |