Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $97,630 |
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 15 · EIN 80-0833363 | Recordkeeping | $45,000 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 22 · EIN 93-0987232 | Insurance Broker | $32,308 |
RPA FINANCIAL, LLC2 years Filed as: RPA FINANCIAL Service code 27 · EIN 83-1143379 | Advisory (Plan) | $9,833 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,471 | $46,332+97.4% | $143,797-36.4% | $64,824+41.1% |
| Participation rate | 96.1% | 64.2%+31.9pp | 80.3%+15.8pp | 71.5%+24.7pp |
| Annual return | -19.03% | -10.05%-9.0pp | -0.04%-19.0pp | 32.84%-51.9pp |
| Employer contribution / active EE | $6,905 | $1,911+261.3% | $4,952+39.4% | $2,507+175.4% |
| Participant deferral / active EE | $5,496 | $2,647+107.6% | $5,638-2.5% | $4,311+27.5% |
| Admin fee / account holder | $388 | $154+151.9% | $14,679-97.4% | $188+106.3% |