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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $8,751 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,579 | $81,208-38.9% | $98,920-49.9% | $79,852-37.9% |
| Participation rate | 49.1% | 72.5%-23.4pp | 76.0%-26.9pp | 69.6%-20.5pp |
| Annual return | 14.35% | 60.99%-46.6pp | 196.47%-182.1pp | 31.72%-17.4pp |
| Employer contribution / active EE | $707 | $1,960-63.9% | $2,689-73.7% | $2,471-71.4% |
| Participant deferral / active EE | $2,021 | $3,265-38.1% | $4,245-52.4% | $3,740-46.0% |
| Admin fee / account holder | $257 | $6,013-95.7% | $6,643-96.1% | $5,306-95.2% |