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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 24 · EIN 38-3712991 | Discretionary Trustee | $55,112 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,981 | $101,591+32.9% | $147,096-8.2% | $74,429+81.4% |
| Participation rate | 92.3% | 75.5%+16.7pp | 82.2%+10.1pp | 67.2%+25.0pp |
| Annual return | 12.33% | 8746.45%-8734.1pp | 419.75%-407.4pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $3,719 | $3,813-2.4% | $4,936-24.6% | $2,625+41.7% |
| Participant deferral / active EE | $8,387 | $7,302+14.9% | $8,071+3.9% | $4,348+92.9% |
| Admin fee / account holder | $303 | $1,750-82.7% | $13,005-97.7% | $1,944-84.4% |