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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $42,469 |
ERISA SERVICES, INC.1 year Service code 15 · EIN 62-1200951 | Recordkeeping | $18,990 |
Service code 27 · EIN 41-0944586 | Advisory (Plan) | $13,476 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $2,364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,529 | $47,898-75.9% | $117,498-90.2% | $64,814-82.2% |
| Participation rate | 46.8% | 61.9%-15.1pp | 70.6%-23.8pp | 71.5%-24.6pp |
| Annual return | -14.62% | -15.54%+0.9pp | 29.75%-44.4pp | 32.84%-47.5pp |
| Employer contribution / active EE | $498 | $1,774-71.9% | $4,178-88.1% | $2,507-80.1% |
| Participant deferral / active EE | $1,123 | $3,151-64.4% | $4,071-72.4% | $4,310-73.9% |
| Admin fee / account holder | $150 | $132+13.5% | $5,646-97.4% | $188-20.4% |