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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT DIRECT1+ years Filed as: RETIREMENT DIRECT, LLC Service code 64 · EIN 91-2076699 | Recordkeeping Fees | $10,516 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $15,997 | $46,732-65.8% | $156,551-89.8% | $55,167-71.0% |
| Participation rate | 63.0% | 65.8%-2.8pp | 84.0%-21.0pp | 69.0%-6.0pp |
| Annual return | -1.40% | 17.72%-19.1pp | 32.23%-33.6pp | 169.23%-170.6pp |
| Employer contribution / active EE | $841 | $2,105-60.1% | $5,501-84.7% | $1,963-57.2% |
| Participant deferral / active EE | $647 | $2,204-70.6% | $4,871-86.7% | $3,054-78.8% |
| Admin fee / account holder | $195 | $418-53.5% | $13,028-98.5% | $504-61.4% |