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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 | Recordkeeping Fees | $29,743 |
RPA FINANCIAL LLC1 year Service code 27 | Advisory (Plan) | $20,013 |
DEFINITI LLC2 years Service code 13 8131 LBJ FREEWAY, SUITE 770 · DALLAS, TX 75251 | Contract Administrator | $14,617 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 | Investment Management | $11,507 |
COMERICA BANK7+ years Filed as: COMERICA SECURITIES Service code 55 | Other Commissions | $2,857 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,270 | $59,105+18.9% | $159,991-56.1% | $66,930+5.0% |
| Participation rate | 42.7% | 68.1%-25.4pp | 78.0%-35.3pp | 69.8%-27.1pp |
| Annual return | -8.66% | -12.26%+3.6pp | 408.82%-417.5pp | 1.57%-10.2pp |
| Employer contribution / active EE | $1,493 | $1,983-24.7% | $4,225-64.7% | $2,545-41.3% |
| Participant deferral / active EE | $2,441 | $4,395-44.5% | $6,183-60.5% | $4,238-42.4% |
| Admin fee / account holder | $380 | $591-35.7% | $8,715-95.6% | $593-35.9% |