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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,136 |
RPA FINANCIAL LLC3 years Filed as: RPA FINANCIAL, LLC 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 | $60,261+85.3% | $81,783+36.5% | $74,546+49.8% |
| Participation rate | 85.1% | 62.9%+22.3pp | 72.4%+12.8pp | 67.2%+17.9pp |
| Annual return | 11.68% | 16.88%-5.2pp | 775.05%-763.4pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $3,360 | $2,622+28.2% | $2,913+15.4% | $2,624+28.0% |
| Participant deferral / active EE | $5,426 | $3,388+60.2% | $4,320+25.6% | $4,347+24.8% |
| Admin fee / account holder | $644 | $1,482-56.6% | $7,380-91.3% | $1,944-66.9% |