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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT PLANS, INC.1 year Service code 26 124 DORCHESTER SQUARE · WESTERVILLE, OH 43081 | Advisory (Participants) | $9,413 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,214 | $63,365-52.3% | $91,994-67.2% | $72,975-58.6% |
| Participation rate | 78.4% | 72.5%+5.9pp | 78.6%-0.2pp | 69.5%+8.9pp |
| Annual return | 24.63% | 35.35%-10.7pp | 69.04%-44.4pp | 81.01%-56.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,934 | $4,883-39.9% | $5,924-50.5% | $3,608-18.7% |
| Admin fee / account holder | $158 | $4,670-96.6% | $7,744-98.0% | $5,124-96.9% |