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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 15 · EIN 38-3712991 | Recordkeeping | $45,251 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,178 | $59,456-17.3% | $93,681-47.5% | $74,400-33.9% |
| Participation rate | 61.7% | 59.6%+2.1pp | 68.7%-7.0pp | 67.2%-5.5pp |
| Annual return | 10.76% | 82.00%-71.2pp | 133.47%-122.7pp | 1367.51%-1356.8pp |
| Employer contribution / active EE | $1,576 | $1,266+24.5% | $2,422-35.0% | $2,624-40.0% |
| Participant deferral / active EE | $2,488 | $3,052-18.5% | $4,415-43.7% | $4,348-42.8% |
| Admin fee / account holder | $371 | $3,026-87.7% | $8,290-95.5% | $1,944-80.9% |