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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $173,447 |
RPA FINANCIAL, LLC2 years Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $101,320 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $57,214 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,196 |
LSL CPAS1 year Filed as: LSL, LLP Service code 10 · EIN 95-2700123 | Accounting | $20,800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,333 | $45,022+27.3% | $85,240-32.7% | $200,096-71.3% |
| Participation rate | 77.0% | 45.8%+31.1pp | 67.5%+9.5pp | 72.0%+5.0pp |
| Annual return | 11.32% | 21.00%-9.7pp | 66.75%-55.4pp | 34.26%-22.9pp |
| Employer contribution / active EE | $2,919 | $1,374+112.4% | $2,735+6.7% | $3,038-3.9% |
| Participant deferral / active EE | $4,073 | $2,682+51.8% | $4,527-10.0% | $5,090-20.0% |
| Admin fee / account holder | $162 | $585-72.3% | $6,165-97.4% | $269-39.9% |