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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RPS RETIREMENT PLAN ADVISORS Service code 15 · EIN 74-2589344 | Recordkeeping | $16,118 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,658 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,888 | $70,879-48.0% | $189,558-80.5% | $79,393-53.5% |
| Participation rate | 98.1% | 68.0%+30.2pp | 78.5%+19.7pp | 70.7%+27.4pp |
| Annual return | 11.24% | 20.70%-9.5pp | 64.19%-52.9pp | 116.87%-105.6pp |
| Employer contribution / active EE | $1,411 | $1,806-21.9% | $4,412-68.0% | $2,428-41.9% |
| Participant deferral / active EE | $3,433 | $4,081-15.9% | $6,174-44.4% | $4,046-15.2% |
| Admin fee / account holder | $223 | $647-65.5% | $9,809-97.7% | $627-64.4% |