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 Filed as: RPA FINANCIAL, LLC 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,587 | $55,415-59.2% | $155,509-85.5% | $74,495-69.7% |
| Participation rate | 55.6% | 61.9%-6.3pp | 78.2%-22.6pp | 67.2%-11.6pp |
| Annual return | 12.47% | 268.50%-256.0pp | 64.67%-52.2pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,363 | $2,267-39.9% | $4,672-70.8% | $2,623-48.0% |
| Participant deferral / active EE | $1,695 | $2,836-40.2% | $5,626-69.9% | $4,346-61.0% |
| Admin fee / account holder | $188 | $1,738-89.2% | $15,912-98.8% | $1,942-90.3% |