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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL, LLC2 years Filed as: RPA FINANCIAL LLC Service code 26 · EIN 83-1143379 4340 REDWOOD HWY, STE B60 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $22,254 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,547 | $82,163-73.8% | $125,381-82.8% | $64,819-66.8% |
| Participation rate | 97.9% | 77.9%+20.0pp | 82.4%+15.5pp | 71.5%+26.4pp |
| Annual return | -15.60% | 3.49%-19.1pp | 572.31%-587.9pp | 32.84%-48.4pp |
| Employer contribution / active EE | $809 | $3,616-77.6% | $4,815-83.2% | $2,507-67.7% |
| Participant deferral / active EE | $3,694 | $7,175-48.5% | $7,448-50.4% | $4,311-14.3% |
| Admin fee / account holder | $70 | $163-57.1% | $10,007-99.3% | $188-62.8% |