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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 | $38,165+41.0% | $189,758-71.6% | $69,255-22.3% |
| Participation rate | 86.8% | 66.7%+20.1pp | 79.8%+7.0pp | 69.0%+17.8pp |
| Annual return | 12.17% | 14.65%-2.5pp | 52.62%-40.5pp | 26.73%-14.6pp |
| Employer contribution / active EE | $1,180 | $1,589-25.7% | $4,767-75.2% | $2,645-55.4% |
| Participant deferral / active EE | $2,909 | $2,073+40.3% | $5,856-50.3% | $2,890+0.6% |
| Admin fee / account holder | $232 | $714-67.6% | $20,388-98.9% | $733-68.4% |