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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL LLC8 years Filed as: RPA FINANCIAL, LLC Service code 17 · EIN 83-1143379 | Pension Consulting | $83,425 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,297 |
WINDES, INC.3 years Service code 49 · EIN 95-3001179 | Other Services | $13,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,193 | $85,515+71.0% | $112,040+30.5% | $67,986+115.0% |
| Participation rate | 90.1% | 68.2%+21.8pp | 76.5%+13.6pp | 57.2%+32.9pp |
| Annual return | 15.67% | 29.68%-14.0pp | 24.52%-8.8pp | 31.67%-16.0pp |
| Employer contribution / active EE | $5,209 | $2,191+137.7% | $2,954+76.3% | $2,019+158.0% |
| Participant deferral / active EE | $11,834 | $4,014+194.8% | $5,098+132.2% | $3,358+252.4% |
| Admin fee / account holder | $723 | $3,774-80.9% | $12,098-94.0% | $3,203-77.4% |