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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT PLANOLOGY INC3 years Filed as: RETIREMENT PLANOLOGY, INC. Service code 27 · EIN 46-5341130 | Advisory (Plan) | $16,599 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,275 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,800 | $55,437-30.0% | $155,534-75.1% | $74,459-47.9% |
| Participation rate | 93.0% | 61.9%+31.1pp | 78.2%+14.8pp | 67.2%+25.8pp |
| Annual return | 16.69% | 269.58%-252.9pp | 64.92%-48.2pp | 1369.70%-1353.0pp |
| Employer contribution / active EE | $1,661 | $2,266-26.7% | $4,675-64.5% | $2,626-36.8% |
| Participant deferral / active EE | $4,059 | $2,837+43.1% | $5,630-27.9% | $4,350-6.7% |
| Admin fee / account holder | $19 | $1,742-98.9% | $15,900-99.9% | $1,945-99.0% |