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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL, LLC3 years Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $44,685 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $21,641 |
THE RYDING COMPANY8 years Service code 15 · EIN 95-3497679 | Recordkeeping | $2,853 |
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 | $99,757 | $101,591-1.8% | $147,096-32.2% | $74,429+34.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.93% | 8746.45%-8731.5pp | 419.75%-404.8pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $4,040 | $3,813+6.0% | $4,936-18.2% | $2,625+53.9% |
| Participant deferral / active EE | $11,156 | $7,302+52.8% | $8,071+38.2% | $4,348+156.6% |
| Admin fee / account holder | $355 | $1,750-79.7% | $13,005-97.3% | $1,944-81.7% |