Filed November 26, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $43,359 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $17,786 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,771 | $61,166-61.1% | $185,837-87.2% | $79,393-70.1% |
| Participation rate | 72.4% | 66.6%+5.8pp | 81.7%-9.3pp | 70.7%+1.7pp |
| Annual return | 11.34% | 19.45%-8.1pp | 122.08%-110.7pp | 116.87%-105.5pp |
| Employer contribution / active EE | $1,372 | $2,321-40.9% | $5,168-73.4% | $2,428-43.5% |
| Participant deferral / active EE | $1,687 | $2,789-39.5% | $5,568-69.7% | $4,046-58.3% |
| Admin fee / account holder | $194 | $710-72.6% | $16,241-98.8% | $627-69.0% |