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| Provider | Service type | Compensation |
|---|---|---|
RPG CONSULTANTS5 years Service code 15 · EIN 13-4077182 1245 HEWLETT PLAZA · HEWLETT, NY 11557 | Recordkeeping | $43,271 |
COMPLETE PAYROLL PROCESSING4 years Filed as: COMPLETE ADVISORS Service code 26 181 SO. FRANKLIN AVENUE · VALLEY STREAM, NY 11581 | Advisory (Participants) | $16,996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,985 | $36,904-54.0% | $158,223-89.3% | $65,191-73.9% |
| Participation rate | 25.6% | 62.1%-36.5pp | 79.2%-53.6pp | 63.0%-37.4pp |
| Annual return | 10.95% | 24.43%-13.5pp | 52.09%-41.1pp | 51.24%-40.3pp |
| Employer contribution / active EE | $577 | $1,489-61.3% | $4,109-86.0% | $2,400-76.0% |
| Participant deferral / active EE | $941 | $1,936-51.4% | $5,467-82.8% | $2,671-64.8% |
| Admin fee / account holder | $267 | $793-66.3% | $16,047-98.3% | $907-70.5% |