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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 | $60,393+84.9% | $81,820+36.5% | $74,429+50.0% |
| Participation rate | 85.1% | 62.9%+22.2pp | 72.4%+12.8pp | 67.2%+17.9pp |
| Annual return | 11.68% | 16.89%-5.2pp | 777.93%-766.3pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $3,360 | $2,626+27.9% | $2,915+15.3% | $2,625+28.0% |
| Participant deferral / active EE | $5,426 | $3,397+59.7% | $4,323+25.5% | $4,348+24.8% |
| Admin fee / account holder | $644 | $1,491-56.8% | $7,391-91.3% | $1,944-66.9% |