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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,015 |
RPA FINANCIAL LLC2 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $14,944 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,866 | $131,162-58.9% | $97,411-44.7% | $64,097-16.0% |
| Participation rate | 95.0% | 73.9%+21.1pp | 80.4%+14.6pp | 55.2%+39.8pp |
| Annual return | 16.84% | 37.93%-21.1pp | 34.72%-17.9pp | 34.64%-17.8pp |
| Employer contribution / active EE | $2,041 | $4,563-55.3% | $4,210-51.5% | $1,891+7.9% |
| Participant deferral / active EE | $5,167 | $6,687-22.7% | $5,886-12.2% | $3,080+67.7% |
| Admin fee / account holder | $191 | $2,928-93.5% | $7,145-97.3% | $3,454-94.5% |