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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLANNERS AND ADMINISTORS Service code 15 · EIN 62-1038805 | Recordkeeping | $14,664 |
RAFALKO ADVISORS, INC.1+ years Filed as: RAFALKO ADVISORS Service code 26 · EIN 30-0146796 | Advisory (Participants) | $8,041 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,728 | $52,678-37.9% | $75,784-56.8% | $59,633-45.1% |
| Participation rate | 80.8% | 67.2%+13.6pp | 75.8%+5.0pp | 68.7%+12.2pp |
| Annual return | -1.61% | 2.95%-4.6pp | 9.68%-11.3pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $1,759 | $2,193-19.8% | $3,323-47.1% | $2,203-20.1% |
| Participant deferral / active EE | $5,257 | $2,591+102.9% | $3,652+44.0% | $3,192+64.7% |
| Admin fee / account holder | $232 | $3,610-93.6% | $5,300-95.6% | $4,297-94.6% |