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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL, LLC4 years Filed as: RPA FINANCIAL. LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $20,962 |
Filed as: PRINCIPAL LIFE INS COM Service code 13 · EIN 42-0127290 | Contract Administrator | $17,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,926 | $60,989-32.9% | $60,919-32.8% | $66,949-38.9% |
| Participation rate | 63.2% | 74.5%-11.3pp | 73.1%-9.9pp | 69.8%-6.7pp |
| Annual return | -14.80% | -9.60%-5.2pp | 16.96%-31.8pp | 1.57%-16.4pp |
| Employer contribution / active EE | $1,266 | $2,661-52.4% | $2,704-53.2% | $2,545-50.2% |
| Participant deferral / active EE | $3,027 | $3,615-16.3% | $3,814-20.7% | $4,239-28.6% |
| Admin fee / account holder | $436 | $338+28.8% | $3,228-86.5% | $594-26.5% |