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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,136 |
RPA FINANCIAL, LLC3 years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $34,935 |
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 | $111,662 | $60,504+84.6% | $81,882+36.4% | $74,478+49.9% |
| Participation rate | 85.1% | 62.9%+22.2pp | 72.4%+12.8pp | 67.2%+17.9pp |
| Annual return | 11.68% | 16.91%-5.2pp | 779.47%-767.8pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $3,360 | $2,627+27.9% | $2,916+15.2% | $2,626+27.9% |
| Participant deferral / active EE | $5,426 | $3,400+59.6% | $4,323+25.5% | $4,350+24.7% |
| Admin fee / account holder | $644 | $1,492-56.9% | $7,360-91.3% | $1,946-66.9% |