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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL, LLC3 years Service code 99 · EIN 83-1143379 | Other Fees | $9,533 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,492 | $79,223-22.4% | $102,460-40.0% | $74,478-17.4% |
| Participation rate | 50.8% | 74.8%-24.0pp | 76.5%-25.7pp | 67.2%-16.5pp |
| Annual return | 18.71% | 54.98%-36.3pp | 29.47%-10.8pp | 1370.56%-1351.9pp |
| Employer contribution / active EE | $1,458 | $2,363-38.3% | $3,025-51.8% | $2,626-44.5% |
| Participant deferral / active EE | $2,112 | $4,417-52.2% | $5,056-58.2% | $4,350-51.4% |
| Admin fee / account holder | $39 | $2,003-98.0% | $9,460-99.6% | $1,946-98.0% |