Filed June 15, 2018
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL, LLC1 year Filed as: RPA FINANCIAL LLC Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $63,947 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,966 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,243 | $83,023-20.2% | $102,437-35.3% | $77,762-14.8% |
| Participation rate | 74.8% | 71.5%+3.3pp | 74.5%+0.3pp | 70.6%+4.3pp |
| Annual return | 10.29% | 19.12%-8.8pp | 24.95%-14.7pp | 31.27%-21.0pp |
| Employer contribution / active EE | $8,508 | $3,552+139.5% | $3,871+119.8% | $2,728+211.9% |
| Participant deferral / active EE | $1,753 | $4,110-57.4% | $5,060-65.4% | $4,651-62.3% |
| Admin fee / account holder | $216 | $639-66.1% | $8,388-97.4% | $433-50.0% |