Filed June 29, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL LLC1 year Service code 99 · EIN 83-1143379 | Other Fees | $21,827 |
Service code 99 · EIN 71-0294708 | Other Fees | $2,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,214 | $49,138+44.9% | $84,015-15.2% | $65,185+9.3% |
| Participation rate | 50.0% | 60.7%-10.7pp | 69.0%-19.0pp | 70.2%-20.2pp |
| Annual return | 22.90% | 23.00%-0.1pp | 71.31%-48.4pp | 29.38%-6.5pp |
| Employer contribution / active EE | $469 | $914-48.6% | $1,983-76.3% | $2,177-78.4% |
| Participant deferral / active EE | $2,939 | $2,397+22.6% | $3,239-9.2% | $3,514-16.4% |
| Admin fee / account holder | $32 | $543-94.2% | $6,101-99.5% | $847-96.3% |