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| Provider | Service type | Compensation |
|---|---|---|
SMART INVESTOR8+ years Service code 27 · EIN 48-1289192 | Advisory (Plan) | $45,788 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $32,876 |
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 | $95,818 | $82,678+15.9% | $125,391-23.6% | $68,490+39.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.36% | -5.97%-4.4pp | 572.41%-582.8pp | -7.85%-2.5pp |
| Employer contribution / active EE | $6,187 | $3,382+82.9% | $4,816+28.5% | $2,597+138.3% |
| Participant deferral / active EE | $4,422 | $6,111-27.6% | $7,448-40.6% | $4,028+9.8% |
| Admin fee / account holder | $616 | $6,277-90.2% | $10,009-93.8% | $5,403-88.6% |