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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 14 · EIN 38-3712991 | Plan Administrator | $31,619 |
GLOBAL ASSET MANAGEMENT GROUP1 year Service code 27 · EIN 61-1575256 | Advisory (Plan) | $19,221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,637 | $84,487-14.0% | $125,339-42.0% | $66,914+8.6% |
| Participation rate | 35.7% | 76.4%-40.8pp | 82.4%-46.7pp | 69.8%-34.1pp |
| Annual return | -19.12% | -8.39%-10.7pp | 572.05%-591.2pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,298 | $3,553-63.5% | $4,814-73.0% | $2,544-49.0% |
| Participant deferral / active EE | $3,267 | $6,781-51.8% | $7,446-56.1% | $4,237-22.9% |
| Admin fee / account holder | $688 | $685+0.4% | $10,010-93.1% | $593+15.9% |