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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 | $101,653-1.9% | $147,080-32.2% | $74,459+34.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.93% | 8754.98%-8740.0pp | 420.17%-405.2pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $4,040 | $3,813+5.9% | $4,933-18.1% | $2,626+53.8% |
| Participant deferral / active EE | $11,156 | $7,304+52.7% | $8,066+38.3% | $4,350+156.5% |
| Admin fee / account holder | $355 | $1,752-79.7% | $12,989-97.3% | $1,945-81.7% |