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: THE RETIREMENT PLAN COMPANY, LLC Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $16,715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,284 | $47,977-74.4% | $154,108-92.0% | $56,289-78.2% |
| Participation rate | 64.8% | 66.2%-1.4pp | 83.0%-18.3pp | 69.9%-5.1pp |
| Annual return | -3.76% | 3.54%-7.3pp | 735.21%-739.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,031 | $2,392-56.9% | $5,081-79.7% | $3,350-69.2% |
| Admin fee / account holder | $139 | $438-68.3% | $13,411-99.0% | $521-73.4% |