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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $73,514 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $29,642 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,279 | $56,511-12.8% | $185,837-73.5% | $86,813-43.2% |
| Participation rate | 83.9% | 65.5%+18.3pp | 81.7%+2.2pp | 72.3%+11.6pp |
| Annual return | 26.51% | 118.12%-91.6pp | 122.08%-95.6pp | 97.93%-71.4pp |
| Employer contribution / active EE | $1,037 | $1,844-43.8% | $5,168-79.9% | $2,406-56.9% |
| Participant deferral / active EE | $2,360 | $2,554-7.6% | $5,568-57.6% | $4,131-42.9% |
| Admin fee / account holder | $248 | $150+66.0% | $16,241-98.5% | $170+46.5% |