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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $13,635 |
Filed as: EFINANCIAL ALLIANCE LLC Service code 27 · EIN 81-1477994 | Advisory (Plan) | $7,891 |
ERISA SERVICES, INC.1 year Service code 15 · EIN 62-1200951 | Recordkeeping | $3,128 |
RPA FINANCIAL, LLC1 year Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $717 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $368 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947995 | Bank Trustee | $133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,084 | $55,470-69.2% | $155,556-89.0% | $74,478-77.1% |
| Participation rate | 64.0% | 61.9%+2.1pp | 78.2%-14.2pp | 67.2%-3.2pp |
| Annual return | 10.53% | 269.80%-259.3pp | 64.84%-54.3pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $577 | $2,267-74.5% | $4,675-87.7% | $2,626-78.0% |
| Participant deferral / active EE | $2,535 | $2,838-10.7% | $5,631-55.0% | $4,350-41.7% |
| Admin fee / account holder | $174 | $1,744-90.0% | $15,885-98.9% | $1,946-91.0% |