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| Provider | Service type | Compensation |
|---|---|---|
THE FIDUCIARY GROUP3+ years Service code 26 · EIN 47-3210786 | Advisory (Participants) | $15,134 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 24 · EIN 38-3712991 | Discretionary Trustee | $13,978 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,198 | $48,064-68.4% | $78,778-80.7% | $69,631-78.2% |
| Participation rate | 48.0% | 61.6%-13.6pp | 69.2%-21.2pp | 70.7%-22.7pp |
| Annual return | 16.20% | 21.81%-5.6pp | 35.62%-19.4pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $589 | $744-20.8% | $1,986-70.4% | $2,032-71.0% |
| Participant deferral / active EE | $954 | $2,079-54.1% | $2,958-67.8% | $3,224-70.4% |
| Admin fee / account holder | $185 | $152+21.8% | $5,134-96.4% | $110+67.6% |