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| Provider | Service type | Compensation |
|---|---|---|
RPG CONSULTANTS3+ years Service code 15 · EIN 13-4077182 181 SO. FRANKLIN AVENUE · VALLEY STREAM, NY 11581 | Recordkeeping | $11,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,996 | $155,795-89.1% | $136,298-87.5% | $69,631-75.6% |
| Participation rate | 2.8% | 75.2%-72.4pp | 81.9%-79.1pp | 70.7%-67.8pp |
| Annual return | 15.70% | 232464.33%-232448.6pp | 5156.27%-5140.6pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $45 | $5,394-99.2% | $6,247-99.3% | $3,224-98.6% |
| Admin fee / account holder | $306 | $128+138.5% | $9,244-96.7% | $110+177.0% |