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| Provider | Service type | Compensation |
|---|---|---|
RPG CONSULTANTS1 year Service code 15 · EIN 13-4077182 181 SO. FRANKLIN AVENUE · VALLEY STREAM, NY 11581 | Recordkeeping | $15,432 |
Filed as: BEIRNE WEALTH CONSULTING, LLC Service code 27 5100 W. TILGHMAN STREET · ALLENTOWN, PA 18104 | Advisory (Plan) | $14,281 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,884 | $47,448-45.4% | $94,993-72.8% | $62,293-58.4% |
| Participation rate | 67.6% | 66.5%+1.1pp | 73.9%-6.3pp | 69.5%-1.9pp |
| Annual return | 13.70% | 22.64%-8.9pp | 27.14%-13.4pp | 28.90%-15.2pp |
| Employer contribution / active EE | $634 | $1,300-51.3% | $2,603-75.7% | $2,042-69.0% |
| Participant deferral / active EE | $1,971 | $2,375-17.0% | $3,317-40.6% | $3,169-37.8% |
| Admin fee / account holder | $323 | $434-25.7% | $4,960-93.5% | $479-32.7% |