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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY Service code 13 · EIN 38-3712991 | Contract Administrator | $6,143 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,630 | $52,953-62.9% | $172,739-88.6% | $65,185-69.9% |
| Participation rate | 81.6% | 66.2%+15.5pp | 82.6%-1.0pp | 70.2%+11.4pp |
| Annual return | 6.81% | 30.12%-23.3pp | 802.84%-796.0pp | 29.38%-22.6pp |
| Employer contribution / active EE | $995 | $2,190-54.6% | $5,143-80.6% | $2,177-54.3% |
| Participant deferral / active EE | $2,349 | $2,471-4.9% | $5,198-54.8% | $3,514-33.1% |
| Admin fee / account holder | $31 | $472-93.4% | $13,954-99.8% | $847-96.3% |