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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 24 · EIN 38-3712991 | Discretionary Trustee | $57,533 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,270 | $84,493+81.4% | $125,381+22.2% | $66,938+129.0% |
| Participation rate | 94.4% | 76.4%+18.0pp | 82.4%+12.0pp | 69.8%+24.6pp |
| Annual return | -14.12% | -8.49%-5.6pp | 572.31%-586.4pp | 1.58%-15.7pp |
| Employer contribution / active EE | $6,180 | $3,554+73.9% | $4,815+28.3% | $2,545+142.8% |
| Participant deferral / active EE | $7,880 | $6,783+16.2% | $7,448+5.8% | $4,238+85.9% |
| Admin fee / account holder | $320 | $685-53.3% | $10,007-96.8% | $594-46.1% |