Filed March 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $442,148 |
RPA FINANCIAL, LLC1 year Service code 27 · EIN 83-1143379 | Advisory (Plan) | $50,000 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,932 | $95,776-62.5% | $162,185-77.8% | $77,775-53.8% |
| Participation rate | 96.3% | 88.6%+7.7pp | 87.6%+8.8pp | 73.2%+23.1pp |
| Annual return | 32.12% | 37.03%-4.9pp | 115.61%-83.5pp | 32.58%-0.5pp |
| Employer contribution / active EE | $2,798 | $3,874-27.8% | $5,613-50.2% | $2,504+11.7% |
| Participant deferral / active EE | $5,715 | $6,125-6.7% | $7,297-21.7% | $3,966+44.1% |
| Admin fee / account holder | $120 | $88+36.3% | $10,844-98.9% | $100+19.4% |