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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL, LLC4 years Filed as: RPA FINANCIAL LLC Service code 26 · EIN 83-1143379 4340 REDWOOD HWY, STE B60 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $22,298 |
PAYCHEX, INC.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,102 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,376 | $101,591-57.3% | $147,096-70.5% | $74,429-41.7% |
| Participation rate | 99.4% | 75.5%+23.9pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 14.45% | 8746.45%-8732.0pp | 419.75%-405.3pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $1,290 | $3,813-66.2% | $4,936-73.9% | $2,625-50.9% |
| Participant deferral / active EE | $4,493 | $7,302-38.5% | $8,071-44.3% | $4,348+3.3% |
| Admin fee / account holder | $129 | $1,750-92.6% | $13,005-99.0% | $1,944-93.3% |