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| Provider | Service type | Compensation |
|---|---|---|
RPCG, LLC1 year Filed as: RPCG LLC Service code 13 · EIN 82-5042619 | Contract Administrator | $17,777 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,035 |
Filed as: WILSHIRE ADVISORS Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,813 | $62,177+38.0% | $81,370+5.5% | $74,478+15.2% |
| Participation rate | 95.0% | 64.1%+30.9pp | 69.5%+25.5pp | 67.2%+27.8pp |
| Annual return | 37.33% | 16.62%+20.7pp | 24.85%+12.5pp | 1370.56%-1333.2pp |
| Employer contribution / active EE | $4,485 | $1,881+138.4% | $2,464+82.0% | $2,626+70.8% |
| Participant deferral / active EE | $3,644 | $3,219+13.2% | $3,885-6.2% | $4,350-16.2% |
| Admin fee / account holder | $262 | $1,927-86.4% | $5,749-95.4% | $1,946-86.5% |