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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL, LLC1 year Service code 27 · EIN 83-1143379 | Advisory (Plan) | $11,812 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,337 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,383 | $113,016-58.1% | $103,486-54.2% | $74,459-36.4% |
| Participation rate | 96.2% | 80.8%+15.4pp | 80.5%+15.6pp | 67.2%+29.0pp |
| Annual return | 33.49% | 23.24%+10.2pp | 23.93%+9.6pp | 1369.70%-1336.2pp |
| Employer contribution / active EE | $2,104 | $4,881-56.9% | $4,679-55.0% | $2,626-19.9% |
| Participant deferral / active EE | $5,056 | $7,279-30.5% | $6,628-23.7% | $4,350+16.2% |
| Admin fee / account holder | $99 | $1,709-94.2% | $9,354-98.9% | $1,945-94.9% |