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 | $24,370 |
RPA FINANCIAL, LLC1 year Filed as: RPA FINANCIAL LLC Service code 99 · EIN 83-1143379 | Other Fees | $14,397 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,289 | $58,895-58.8% | $178,503-86.4% | $73,497-67.0% |
| Participation rate | 82.0% | 66.2%+15.8pp | 81.9%+0.1pp | 70.7%+11.3pp |
| Annual return | 13.66% | 24.86%-11.2pp | 151.12%-137.5pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,847 | $2,236-17.4% | $5,011-63.1% | $2,270-18.6% |
| Participant deferral / active EE | $1,794 | $2,567-30.1% | $5,202-65.5% | $3,740-52.0% |
| Admin fee / account holder | $118 | $400-70.6% | $13,987-99.2% | $513-77.1% |