Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SMART INVESTOR9+ years Service code 27 · EIN 48-1289192 | Advisory (Plan) | $46,812 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $30,213 |
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 | $117,472 | $93,617+25.5% | $135,982-13.6% | $75,177+56.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.56% | 30.89%-17.3pp | 68.32%-54.8pp | 160.75%-147.2pp |
| Employer contribution / active EE | $5,904 | $3,538+66.9% | $4,859+21.5% | $2,671+121.0% |
| Participant deferral / active EE | $5,071 | $6,406-20.8% | $7,760-34.7% | $4,126+22.9% |
| Admin fee / account holder | $627 | $6,980-91.0% | $10,767-94.2% | $5,651-88.9% |