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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $13,674 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $7,553 |
RPA FINANCIAL, LLC1 year Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $431 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,493 | $87,059-94.8% | $105,608-95.7% | $80,925-94.4% |
| Participation rate | 90.9% | 70.4%+20.5pp | 75.3%+15.6pp | 67.7%+23.3pp |
| Annual return | 14.90% | 17.05%-2.2pp | 116.50%-101.6pp | 35.65%-20.8pp |
| Employer contribution / active EE | $3,631 | $2,396+51.5% | $3,167+14.6% | $2,756+31.7% |
| Participant deferral / active EE | $7,035 | $3,986+76.5% | $5,010+40.4% | $4,299+63.7% |
| Admin fee / account holder | $113 | $8,443-98.7% | $11,028-99.0% | $6,940-98.4% |