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 | $15,418 |
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.
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 | $12,978 | $65,125-80.1% | $143,797-91.0% | $66,949-80.6% |
| Participation rate | 56.4% | 65.2%-8.8pp | 80.3%-23.9pp | 69.8%-13.4pp |
| Annual return | -12.08% | -11.13%-1.0pp | -0.04%-12.0pp | 1.57%-13.7pp |
| Employer contribution / active EE | $388 | $2,362-83.6% | $4,952-92.2% | $2,545-84.7% |
| Participant deferral / active EE | $1,282 | $2,920-56.1% | $5,638-77.3% | $4,239-69.8% |
| Admin fee / account holder | $120 | $503-76.2% | $14,679-99.2% | $594-79.8% |