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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL, LLC1 year Service code 99 · EIN 83-1143379 | Other Fees | $9,317 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,800 |
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 | $47,359 | $65,437-27.6% | $86,698-45.4% | $66,949-29.3% |
| Participation rate | 56.3% | 75.5%-19.1pp | 76.6%-20.3pp | 69.8%-13.5pp |
| Annual return | -12.17% | -10.91%-1.3pp | 35.96%-48.1pp | 1.57%-13.7pp |
| Employer contribution / active EE | $1,298 | $2,154-39.7% | $2,837-54.2% | $2,545-49.0% |
| Participant deferral / active EE | $1,935 | $4,102-52.8% | $4,656-58.4% | $4,239-54.4% |
| Admin fee / account holder | $40 | $642-93.7% | $7,492-99.5% | $594-93.2% |