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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $85,257 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $35,592 |
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 | $43,708 | $46,332-5.7% | $143,799-69.6% | $64,819-32.6% |
| Participation rate | 73.6% | 64.2%+9.4pp | 80.3%-6.7pp | 71.5%+2.2pp |
| Annual return | -13.65% | -10.05%-3.6pp | -0.04%-13.6pp | 32.84%-46.5pp |
| Employer contribution / active EE | $987 | $1,911-48.4% | $4,952-80.1% | $2,507-60.6% |
| Participant deferral / active EE | $2,519 | $2,647-4.9% | $5,638-55.3% | $4,311-41.6% |
| Admin fee / account holder | $298 | $154+93.8% | $14,677-98.0% | $188+58.7% |