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| Provider | Service type | Compensation |
|---|---|---|
PLANNING CORP OF AMERICA2 years Filed as: PLANNING SOLUTIONS GROUP, LLC Service code 26 · EIN 45-0491716 8161 MAPLE LAWN BOULEVARD · FULTON, MD 20759 | Advisory (Participants) | $14,687 |
Service code 15 · EIN 01-0233346 P. O. BOX 7247-7112 · PHILADELPHIA, PA 191707112 | Recordkeeping | $864 |
RPAS, LTD.3+ years Filed as: RPAS, LTD Service code 99 6800 PARAGON PLACE · RICHMOND, VA 23230 | Other Fees | $75 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,394 | $71,192-57.3% | $117,861-74.2% | $62,293-51.2% |
| Participation rate | 68.3% | 74.2%-5.9pp | 79.7%-11.4pp | 69.5%-1.2pp |
| Annual return | 14.60% | 18.66%-4.1pp | 335.11%-320.5pp | 28.90%-14.3pp |
| Employer contribution / active EE | $736 | $1,934-61.9% | $3,786-80.6% | $2,042-64.0% |
| Participant deferral / active EE | $3,451 | $3,189+8.2% | $4,482-23.0% | $3,169+8.9% |
| Admin fee / account holder | $256 | $587-56.5% | $8,021-96.8% | $479-46.7% |