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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY Service code 13 · EIN 36-3712991 | Contract Administrator | $8,887 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,025 | $71,192-31.1% | $117,861-58.4% | $62,293-21.3% |
| Participation rate | 88.8% | 74.2%+14.5pp | 79.7%+9.1pp | 69.5%+19.2pp |
| Annual return | 14.65% | 18.66%-4.0pp | 335.11%-320.5pp | 28.90%-14.2pp |
| Employer contribution / active EE | $2,429 | $1,934+25.6% | $3,786-35.9% | $2,042+18.9% |
| Participant deferral / active EE | $4,260 | $3,189+33.6% | $4,482-4.9% | $3,169+34.4% |
| Admin fee / account holder | $37 | $587-93.8% | $8,021-99.5% | $479-92.4% |