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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 | $101,672+32.8% | $147,117-8.2% | $74,478+81.2% |
| Participation rate | 92.3% | 75.5%+16.7pp | 82.2%+10.1pp | 67.2%+25.0pp |
| Annual return | 12.33% | 8757.83%-8745.5pp | 420.54%-408.2pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $3,719 | $3,813-2.5% | $4,932-24.6% | $2,626+41.6% |
| Participant deferral / active EE | $8,387 | $7,305+14.8% | $8,065+4.0% | $4,350+92.8% |
| Admin fee / account holder | $303 | $1,753-82.7% | $12,993-97.7% | $1,946-84.4% |