Filed November 26, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294709 | Advisory (Participants) | $38,804 |
RPA FINANCIAL, LLC2 years Service code 99 · EIN 83-1143379 | Other Fees | $15,803 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,269 | $65,092-75.0% | $143,799-88.7% | $66,938-75.7% |
| Participation rate | 75.7% | 65.2%+10.5pp | 80.3%-4.6pp | 69.8%+5.9pp |
| Annual return | -16.86% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,344 | $2,362-43.1% | $4,952-72.9% | $2,545-47.2% |
| Participant deferral / active EE | $1,563 | $2,920-46.5% | $5,638-72.3% | $4,238-63.1% |
| Admin fee / account holder | $150 | $502-70.2% | $14,677-99.0% | $594-74.7% |