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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 | $42,909+25.4% | $152,093-64.6% | $71,012-24.2% |
| Participation rate | 86.8% | 54.7%+32.1pp | 77.8%+9.0pp | 58.6%+28.2pp |
| Annual return | 12.17% | 30.57%-18.4pp | 66.36%-54.2pp | 37.67%-25.5pp |
| Employer contribution / active EE | $1,180 | $1,369-13.8% | $4,175-71.7% | $2,348-49.7% |
| Participant deferral / active EE | $2,909 | $1,904+52.8% | $5,451-46.6% | $3,246-10.4% |
| Admin fee / account holder | $232 | $1,014-77.2% | $14,497-98.4% | $1,167-80.2% |