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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $90,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,388 | $80,748+8.2% | $102,383-14.6% | $74,429+17.4% |
| Participation rate | 39.0% | 65.7%-26.6pp | 74.5%-35.5pp | 67.2%-28.2pp |
| Annual return | 15.23% | 27.57%-12.3pp | 24.94%-9.7pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $1 | $3,159-100.0% | $3,870-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,735 | $3,861-29.2% | $5,060-46.0% | $4,348-37.1% |
| Admin fee / account holder | $616 | $2,371-74.0% | $8,391-92.7% | $1,944-68.3% |