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| Provider | Service type | Compensation |
|---|---|---|
RPG CONSULTANTS1+ years Service code 15 · EIN 13-4077182 181 S. FRANKLIN AVENUE · VALLEY STREAM, NY 11581 | Recordkeeping | $33,910 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,707 | $54,380+83.4% | $68,509+45.5% | $59,633+67.2% |
| Participation rate | 76.0% | 70.2%+5.9pp | 74.7%+1.3pp | 68.7%+7.4pp |
| Annual return | -1.18% | 2.83%-4.0pp | 8.27%-9.5pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $2,903 | $1,539+88.7% | $2,278+27.5% | $2,203+31.8% |
| Participant deferral / active EE | $6,656 | $2,643+151.8% | $3,382+96.8% | $3,192+108.5% |
| Admin fee / account holder | $529 | $3,885-86.4% | $5,275-90.0% | $4,297-87.7% |