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 | $3,900 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,506 | $50,956-40.1% | $96,575-68.4% | $86,813-64.9% |
| Participation rate | 36.1% | 65.2%-29.2pp | 69.8%-33.8pp | 72.3%-36.2pp |
| Annual return | 13.64% | 21.27%-7.6pp | 37.79%-24.1pp | 97.93%-84.3pp |
| Employer contribution / active EE | $688 | $1,111-38.1% | $2,357-70.8% | $2,406-71.4% |
| Participant deferral / active EE | $1,102 | $2,954-62.7% | $3,849-71.4% | $4,131-73.3% |
| Admin fee / account holder | $20 | $166-87.7% | $6,182-99.7% | $170-88.0% |