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| Provider | Service type | Compensation |
|---|---|---|
RPG CONSULTANTS4 years Service code 15 · EIN 13-4077182 1245 HEWLETT PLAZA · HEWLETT, NY 11557 | Recordkeeping | $11,707 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,387 | $79,209-78.0% | $102,434-83.0% | $74,459-76.6% |
| Participation rate | 80.2% | 74.8%+5.4pp | 76.5%+3.7pp | 67.2%+13.0pp |
| Annual return | 8.58% | 54.98%-46.4pp | 29.46%-20.9pp | 1369.70%-1361.1pp |
| Employer contribution / active EE | $950 | $2,362-59.8% | $3,023-68.6% | $2,626-63.8% |
| Participant deferral / active EE | $1,193 | $4,417-73.0% | $5,055-76.4% | $4,350-72.6% |
| Admin fee / account holder | $228 | $2,002-88.6% | $9,462-97.6% | $1,945-88.3% |