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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLANNERS & ADMINSTRATOR Service code 15 · EIN 62-1038805 | Recordkeeping | $504 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,535 | $82,163-96.9% | $125,381-98.0% | $64,819-96.1% |
| Participation rate | 47.1% | 77.9%-30.8pp | 82.4%-35.3pp | 71.5%-24.4pp |
| Annual return | 0.00% | 3.49%-3.5pp | 572.31%-572.3pp | 32.84%-32.8pp |
| Employer contribution / active EE | $1,395 | $3,616-61.4% | $4,815-71.0% | $2,507-44.3% |
| Participant deferral / active EE | $22 | $7,175-99.7% | $7,448-99.7% | $4,311-99.5% |
| Admin fee / account holder | $3 | $163-97.9% | $10,007-100.0% | $188-98.2% |