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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL, LLC3 years Service code 15 · EIN 83-1143379 | Recordkeeping | $10,509 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,574 |
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 | $86,712 | $106,230-18.4% | $147,080-41.0% | $77,736+11.5% |
| Participation rate | 71.4% | 78.4%-7.0pp | 82.2%-10.8pp | 70.6%+0.8pp |
| Annual return | 16.40% | 56.91%-40.5pp | 420.17%-403.8pp | 31.26%-14.9pp |
| Employer contribution / active EE | $1,564 | $4,072-61.6% | $4,933-68.3% | $2,728-42.7% |
| Participant deferral / active EE | $10,367 | $8,001+29.6% | $8,066+28.5% | $4,651+122.9% |
| Admin fee / account holder | $44 | $338-87.0% | $12,989-99.7% | $433-89.8% |