Filed December 22, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORPORATE BENEFIT SYSTEMS Service code 15 · EIN 22-3954919 23 CORPORATE PLAZA DR SUITE 150 · NEWPORT BEACH, CA 92660 | Recordkeeping | $5,480 |
RPG CONSULTANTS1 year Service code 64 · EIN 13-4077182 181 S. FRANKLIN AVENUE, SUITE 202 · VALLEY STREAM, NY 11581 | Recordkeeping Fees | $2,553 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,032 | $40,522-77.7% | $84,623-89.3% | $67,579-86.6% |
| Participation rate | 60.5% | 51.1%+9.4pp | 68.2%-7.7pp | 71.3%-10.7pp |
| Annual return | 9.07% | 32.72%-23.7pp | 258.77%-249.7pp | 378.56%-369.5pp |
| Employer contribution / active EE | $629 | $1,146-45.1% | $2,652-76.3% | $2,148-70.7% |
| Participant deferral / active EE | $968 | $2,132-54.6% | $3,899-75.2% | $3,539-72.6% |
| Admin fee / account holder | $36 | $145-75.6% | $4,913-99.3% | $142-75.0% |