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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL, LLC5 years Filed as: RPA FINANCIAL. LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $19,745 |
Filed as: PRINCIPAL LIFE INS COM Service code 13 · EIN 42-0127290 | Contract Administrator | $14,543 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,140 | $65,582-29.6% | $64,101-28.0% | $71,511-35.5% |
| Participation rate | 62.3% | 73.2%-10.9pp | 72.3%-10.1pp | 67.9%-5.7pp |
| Annual return | 13.18% | 18.96%-5.8pp | 33.72%-20.5pp | 28.86%-15.7pp |
| Employer contribution / active EE | $1,207 | $2,671-54.8% | $2,749-56.1% | $2,589-53.4% |
| Participant deferral / active EE | $3,297 | $3,628-9.1% | $3,881-15.0% | $4,291-23.2% |
| Admin fee / account holder | $338 | $616-45.2% | $3,070-89.0% | $1,588-78.7% |