Filed December 31, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $103,091 |
RPA FINANCIAL, LLC2 years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $60,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,198 | $72,303-8.4% | $86,698-23.6% | $64,824+2.1% |
| Participation rate | 94.9% | 80.4%+14.5pp | 76.6%+18.3pp | 71.5%+23.4pp |
| Annual return | -12.30% | 392.77%-405.1pp | 35.96%-48.3pp | 32.84%-45.1pp |
| Employer contribution / active EE | $3,107 | $2,393+29.9% | $2,837+9.5% | $2,507+23.9% |
| Participant deferral / active EE | $9,297 | $4,660+99.5% | $4,656+99.7% | $4,311+115.6% |
| Admin fee / account holder | $233 | $174+33.8% | $7,492-96.9% | $188+24.0% |