Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT DIRECT1 year Filed as: RETIREMENT DIRECT, LLP Service code 64 · EIN 91-2076699 | Recordkeeping Fees | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,153 | $61,166-68.7% | $185,849-89.7% | $79,391-75.9% |
| Participation rate | 58.9% | 66.6%-7.7pp | 81.7%-22.8pp | 70.7%-11.8pp |
| Annual return | 19.10% | 19.45%-0.3pp | 122.10%-103.0pp | 116.88%-97.8pp |
| Employer contribution / active EE | $825 | $2,321-64.5% | $5,169-84.0% | $2,428-66.0% |
| Participant deferral / active EE | $614 | $2,789-78.0% | $5,569-89.0% | $4,046-84.8% |
| Admin fee / account holder | $43 | $710-93.9% | $16,244-99.7% | $627-93.1% |