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| Provider | Service type | Compensation |
|---|---|---|
RAFFA WEALTH MANAGEMENT, LLC2 years Filed as: RAFFA WEALTH MANAGEMENT Service code 27 · EIN 20-3107658 | Advisory (Plan) | $33,225 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,477 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,742 | $58,234+253.3% | $81,783+151.6% | $80,874+154.4% |
| Participation rate | 92.6% | 63.4%+29.2pp | 72.4%+20.3pp | 67.6%+25.0pp |
| Annual return | 13.61% | 41.70%-28.1pp | 775.05%-761.4pp | 35.62%-22.0pp |
| Employer contribution / active EE | $9,917 | $2,341+323.6% | $2,913+240.5% | $2,756+259.9% |
| Participant deferral / active EE | $11,578 | $3,283+252.7% | $4,320+168.0% | $4,297+169.5% |
| Admin fee / account holder | $338 | $4,982-93.2% | $7,380-95.4% | $6,935-95.1% |