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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $14,086 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,467 | $52,967-76.5% | $172,753-92.8% | $65,186-80.9% |
| Participation rate | 64.8% | 66.2%-1.4pp | 82.6%-17.8pp | 70.2%-5.4pp |
| Annual return | 12.11% | 30.12%-18.0pp | 803.00%-790.9pp | 29.39%-17.3pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $783 | $2,471-68.3% | $5,198-84.9% | $3,514-77.7% |
| Admin fee / account holder | $109 | $472-76.9% | $13,956-99.2% | $847-87.1% |