Filed June 29, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL LLC2 years Filed as: RPA FINANCIAL, LLC Service code 99 · EIN 83-1143379 | Other Fees | $23,229 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,700 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,260 | $49,451+46.1% | $79,550-9.2% | $66,914+8.0% |
| Participation rate | 39.4% | 61.3%-21.9pp | 69.5%-30.1pp | 69.8%-30.4pp |
| Annual return | -17.46% | 84.25%-101.7pp | 0.16%-17.6pp | 1.58%-19.0pp |
| Employer contribution / active EE | $533 | $1,266-57.9% | $2,413-77.9% | $2,544-79.1% |
| Participant deferral / active EE | $3,068 | $3,159-2.9% | $3,985-23.0% | $4,237-27.6% |
| Admin fee / account holder | $19 | $595-96.9% | $6,832-99.7% | $593-96.9% |