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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT DIRECT4+ years Filed as: RETIREMENT DIRECT, LLC Service code 64 · EIN 91-2076699 | Recordkeeping Fees | $6,010 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,410 | $52,967-65.2% | $172,753-89.3% | $65,186-71.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 4.32% | 30.12%-25.8pp | 803.00%-798.7pp | 29.39%-25.1pp |
| Employer contribution / active EE | $1,091 | $2,190-50.2% | $5,144-78.8% | $2,177-49.9% |
| Participant deferral / active EE | $793 | $2,471-67.9% | $5,198-84.8% | $3,514-77.4% |
| Admin fee / account holder | $35 | $472-92.5% | $13,956-99.7% | $847-95.8% |