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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL LLC3 years Service code 15 · EIN 83-1143379 4340 REDWOOD HWY, STE B60 · SAN RAFAEL, CA 94903 | Recordkeeping | $20,042 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,518 |
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 | $28,850 | $91,424-68.4% | $135,942-78.8% | $71,495-59.6% |
| Participation rate | 99.1% | 75.7%+23.4pp | 81.9%+17.2pp | 67.9%+31.2pp |
| Annual return | 20.16% | 29.90%-9.7pp | 68.28%-48.1pp | 28.85%-8.7pp |
| Employer contribution / active EE | $1,196 | $3,704-67.7% | $4,858-75.4% | $2,589-53.8% |
| Participant deferral / active EE | $4,277 | $7,092-39.7% | $7,759-44.9% | $4,291-0.3% |
| Admin fee / account holder | $101 | $1,266-92.0% | $10,764-99.1% | $1,588-93.6% |