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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $80,146 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $32,664 |
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 | $53,809 | $36,002+49.5% | $161,489-66.7% | $64,728-16.9% |
| Participation rate | 86.8% | 57.4%+29.4pp | 78.7%+8.1pp | 57.9%+28.9pp |
| Annual return | 12.17% | 33.93%-21.8pp | 89.72%-77.6pp | 49.38%-37.2pp |
| Employer contribution / active EE | $1,180 | $1,380-14.5% | $4,268-72.4% | $2,243-47.4% |
| Participant deferral / active EE | $2,909 | $1,815+60.3% | $5,630-48.3% | $2,729+6.6% |
| Admin fee / account holder | $232 | $931-75.1% | $16,006-98.6% | $1,145-79.8% |