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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 | $46,464+15.8% | $150,298-64.2% | $79,634-32.4% |
| Participation rate | 86.8% | 57.0%+29.8pp | 77.8%+9.0pp | 62.5%+24.3pp |
| Annual return | 12.17% | 27.89%-15.7pp | 62.79%-50.6pp | 36.46%-24.3pp |
| Employer contribution / active EE | $1,180 | $1,512-21.9% | $4,154-71.6% | $2,529-53.4% |
| Participant deferral / active EE | $2,909 | $2,157+34.9% | $5,453-46.6% | $3,835-24.1% |
| Admin fee / account holder | $232 | $891-74.0% | $14,116-98.4% | $1,002-76.9% |