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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 24 · EIN 38-3712991 | Discretionary Trustee | $52,184 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $142,923 | $73,102+95.5% | $123,553+15.7% | $56,289+153.9% |
| Participation rate | 98.3% | 74.3%+24.0pp | 82.3%+16.0pp | 69.9%+28.4pp |
| Annual return | -3.24% | 3.01%-6.2pp | 119.21%-122.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $5,518 | $2,977+85.3% | $4,628+19.2% | $2,111+161.4% |
| Participant deferral / active EE | $8,106 | $5,423+49.5% | $6,426+26.2% | $3,350+142.0% |
| Admin fee / account holder | $347 | $554-37.4% | $9,284-96.3% | $521-33.4% |