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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $15,140 |
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 | $13,321 | $58,895-77.4% | $178,503-92.5% | $73,497-81.9% |
| Participation rate | 63.8% | 66.2%-2.4pp | 81.9%-18.1pp | 70.7%-6.8pp |
| Annual return | 8.13% | 24.86%-16.7pp | 151.12%-143.0pp | 28.51%-20.4pp |
| Employer contribution / active EE | $174 | $2,236-92.2% | $5,011-96.5% | $2,270-92.3% |
| Participant deferral / active EE | $980 | $2,567-61.8% | $5,202-81.2% | $3,740-73.8% |
| Admin fee / account holder | $109 | $400-72.8% | $13,987-99.2% | $513-78.8% |