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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL, LLC6 years Filed as: RPA FINANCIAL. LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $24,849 |
Filed as: PRINCIPAL LIFE INS COM Service code 13 · EIN 42-0127290 | Contract Administrator | $17,841 |
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 | $55,027 | $69,774-21.1% | $67,561-18.6% | $74,429-26.1% |
| Participation rate | 62.2% | 71.4%-9.1pp | 72.9%-10.7pp | 67.2%-5.0pp |
| Annual return | 15.49% | -40.53%+56.0pp | 3525.44%-3509.9pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $1,440 | $2,710-46.9% | $2,735-47.3% | $2,625-45.1% |
| Participant deferral / active EE | $3,507 | $3,636-3.5% | $4,003-12.4% | $4,348-19.3% |
| Admin fee / account holder | $417 | $890-53.1% | $4,006-89.6% | $1,944-78.5% |