Filed December 17, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PREMIER RETIREMENT PLAN SERVICES Service code 49 · EIN 93-1327877 | Other Services | $25,892 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,096 | $31,370-74.2% | $74,577-89.1% | $63,975-87.3% |
| Participation rate | 40.1% | 42.6%-2.5pp | 68.1%-28.0pp | 71.1%-31.1pp |
| Annual return | 10.44% | -105.16%+115.6pp | 20.47%-10.0pp | 48.65%-38.2pp |
| Employer contribution / active EE | $1,328 | $822+61.6% | $2,525-47.4% | $2,182-39.1% |
| Participant deferral / active EE | $1,106 | $1,560-29.1% | $3,458-68.0% | $3,356-67.0% |
| Admin fee / account holder | $20 | $77-73.8% | $4,138-99.5% | $70-71.4% |