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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $95,519 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 15 · EIN 80-0833363 | Recordkeeping | $93,350 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 22 · EIN 93-0987232 | Insurance Broker | $36,972 |
RPA FINANCIAL, LLC1 year Filed as: RPA FINANCIAL Service code 27 · EIN 83-1143379 | Advisory (Plan) | $7,447 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,331 | $56,540+107.5% | $185,849-36.9% | $86,821+35.1% |
| Participation rate | 92.2% | 65.5%+26.6pp | 81.7%+10.4pp | 72.3%+19.9pp |
| Annual return | 13.85% | 118.20%-104.4pp | 122.10%-108.2pp | 97.94%-84.1pp |
| Employer contribution / active EE | $7,509 | $1,844+307.1% | $5,169+45.3% | $2,406+212.1% |
| Participant deferral / active EE | $5,558 | $2,555+117.5% | $5,569-0.2% | $4,132+34.5% |
| Admin fee / account holder | $631 | $150+321.7% | $16,244-96.1% | $170+272.1% |