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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $37,726 |
Filed as: TRANSAMERICA FIN. LIFE INS. CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $29,618 |
RPA FINANCIAL, LLC4+ years Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $1,644 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,510 | $89,465-92.7% | $165,100-96.1% | $77,762-91.6% |
| Participation rate | 72.0% | 78.6%-6.6pp | 78.6%-6.6pp | 70.6%+1.4pp |
| Annual return | 13.52% | 28.86%-15.3pp | 70.21%-56.7pp | 31.27%-17.8pp |
| Employer contribution / active EE | $0 | $2,565-100.0% | $4,348-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,917 | $4,904-40.5% | $6,035-51.7% | $4,651-37.3% |
| Admin fee / account holder | $110 | $340-67.7% | $12,696-99.1% | $433-74.6% |