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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 | $58,275+253.1% | $81,844+151.4% | $80,935+154.2% |
| Participation rate | 92.6% | 63.5%+29.2pp | 72.4%+20.3pp | 67.7%+25.0pp |
| Annual return | 13.61% | 41.82%-28.2pp | 778.87%-765.3pp | 35.66%-22.0pp |
| Employer contribution / active EE | $9,917 | $2,346+322.8% | $2,916+240.1% | $2,757+259.8% |
| Participant deferral / active EE | $11,578 | $3,285+252.4% | $4,323+167.8% | $4,299+169.3% |
| Admin fee / account holder | $338 | $4,749-92.9% | $7,355-95.4% | $6,924-95.1% |