Filed October 21, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 75-0939949 | Recordkeeping | $12,527 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $3,271 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $2,576 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,628 | $69,745-51.8% | $67,511-50.2% | $74,546-54.9% |
| Participation rate | 82.1% | 71.3%+10.7pp | 72.9%+9.2pp | 67.2%+14.9pp |
| Annual return | 18.26% | -40.37%+58.6pp | 3517.41%-3499.2pp | 1366.03%-1347.8pp |
| Employer contribution / active EE | $426 | $2,705-84.3% | $2,733-84.4% | $2,624-83.8% |
| Participant deferral / active EE | $2,103 | $3,636-42.2% | $4,000-47.4% | $4,347-51.6% |
| Admin fee / account holder | $52 | $894-94.1% | $3,999-98.7% | $1,944-97.3% |