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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $16,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,165 | $61,166-76.8% | $185,849-92.4% | $79,391-82.2% |
| Participation rate | 63.5% | 66.6%-3.2pp | 81.7%-18.2pp | 70.7%-7.2pp |
| Annual return | 7.48% | 19.45%-12.0pp | 122.10%-114.6pp | 116.88%-109.4pp |
| Employer contribution / active EE | $440 | $2,321-81.0% | $5,169-91.5% | $2,428-81.9% |
| Participant deferral / active EE | $1,188 | $2,789-57.4% | $5,569-78.7% | $4,046-70.6% |
| Admin fee / account holder | $110 | $710-84.6% | $16,244-99.3% | $627-82.5% |