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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $17,506 |
Filed as: DESCHUTES PORTFOLIO STRATEGIES Service code 26 · EIN 27-5035231 | Advisory (Participants) | $14,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,203 | $60,989+10.2% | $60,899+10.4% | $66,930+0.4% |
| Participation rate | 62.2% | 74.5%-12.3pp | 73.1%-10.9pp | 69.8%-7.6pp |
| Annual return | -15.46% | -9.60%-5.9pp | 16.92%-32.4pp | 1.57%-17.0pp |
| Employer contribution / active EE | $1,639 | $2,661-38.4% | $2,702-39.4% | $2,545-35.6% |
| Participant deferral / active EE | $3,602 | $3,615-0.4% | $3,817-5.6% | $4,238-15.0% |
| Admin fee / account holder | $316 | $338-6.5% | $3,225-90.2% | $593-46.7% |