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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT DIRECT3+ years Filed as: RETIREMENT DIRECT, LLC Service code 64 · EIN 91-2076699 | Recordkeeping Fees | $10,938 |
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.
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 | $19,502 | $47,977-59.4% | $154,108-87.3% | $56,289-65.4% |
| Participation rate | 64.7% | 66.2%-1.5pp | 83.0%-18.3pp | 69.9%-5.1pp |
| Annual return | 5.98% | 3.54%+2.4pp | 735.21%-729.2pp | -9.96%+15.9pp |
| Employer contribution / active EE | $518 | $2,169-76.1% | $5,298-90.2% | $2,111-75.5% |
| Participant deferral / active EE | $607 | $2,392-74.6% | $5,081-88.1% | $3,350-81.9% |
| Admin fee / account holder | $120 | $438-72.5% | $13,411-99.1% | $521-76.9% |