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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 24 · EIN 38-3712991 | Discretionary Trustee | $56,436 |
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 | $130,784 | $91,439+43.0% | $135,974-3.8% | $71,511+82.9% |
| Participation rate | 91.0% | 75.7%+15.4pp | 81.9%+9.1pp | 67.9%+23.1pp |
| Annual return | 13.15% | 29.90%-16.7pp | 68.30%-55.2pp | 28.86%-15.7pp |
| Employer contribution / active EE | $5,444 | $3,705+47.0% | $4,859+12.0% | $2,589+110.3% |
| Participant deferral / active EE | $7,817 | $7,093+10.2% | $7,760+0.7% | $4,291+82.2% |
| Admin fee / account holder | $306 | $1,267-75.8% | $10,767-97.2% | $1,588-80.7% |