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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 24 · EIN 38-3712991 | Discretionary Trustee | $54,143 |
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 | $177,575 | $99,957+77.7% | $149,745+18.6% | $73,497+141.6% |
| Participation rate | 98.4% | 75.7%+22.7pp | 82.5%+15.9pp | 70.7%+27.7pp |
| Annual return | 11.42% | 53.87%-42.4pp | 276.72%-265.3pp | 28.51%-17.1pp |
| Employer contribution / active EE | $6,027 | $3,191+88.9% | $4,646+29.7% | $2,270+165.5% |
| Participant deferral / active EE | $7,916 | $6,073+30.4% | $6,843+15.7% | $3,740+111.7% |
| Admin fee / account holder | $357 | $551-35.1% | $9,312-96.2% | $513-30.3% |