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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 24 · EIN 38-3712991 | Discretionary Trustee | $54,208 |
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 | $183,256 | $104,482+75.4% | $159,455+14.9% | $79,393+130.8% |
| Participation rate | 98.5% | 76.6%+21.9pp | 82.8%+15.7pp | 70.7%+27.8pp |
| Annual return | 11.61% | 67.96%-56.3pp | 263.63%-252.0pp | 116.87%-105.3pp |
| Employer contribution / active EE | $6,572 | $3,416+92.4% | $4,830+36.1% | $2,428+170.7% |
| Participant deferral / active EE | $7,567 | $6,467+17.0% | $7,353+2.9% | $4,046+87.0% |
| Admin fee / account holder | $328 | $711-53.9% | $10,800-97.0% | $627-47.6% |