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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 24 · EIN 38-3712991 | Discretionary Trustee | $54,496 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,837 | $89,652+86.1% | $141,191+18.2% | $65,185+155.9% |
| Participation rate | 92.2% | 74.7%+17.5pp | 82.5%+9.8pp | 70.2%+22.0pp |
| Annual return | 18.43% | 32.79%-14.4pp | 71.41%-53.0pp | 29.38%-11.0pp |
| Employer contribution / active EE | $5,785 | $3,065+88.8% | $4,736+22.1% | $2,177+165.8% |
| Participant deferral / active EE | $7,478 | $5,691+31.4% | $6,710+11.5% | $3,514+112.8% |
| Admin fee / account holder | $355 | $569-37.5% | $10,264-96.5% | $847-58.1% |