Filed November 26, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $51,802 |
RPA FINANCIAL, LLC4 years Service code 99 · EIN 83-1143379 | Other Fees | $20,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,587 | $55,470-59.3% | $155,556-85.5% | $74,478-69.7% |
| Participation rate | 55.6% | 61.9%-6.3pp | 78.2%-22.6pp | 67.2%-11.6pp |
| Annual return | 12.47% | 269.80%-257.3pp | 64.84%-52.4pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $1,363 | $2,267-39.9% | $4,675-70.9% | $2,626-48.1% |
| Participant deferral / active EE | $1,695 | $2,838-40.3% | $5,631-69.9% | $4,350-61.0% |
| Admin fee / account holder | $188 | $1,744-89.2% | $15,885-98.8% | $1,946-90.4% |