Filed May 27, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $86,540 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $48,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,435 | $129,021-55.5% | $184,203-68.8% | $77,643-26.0% |
| Participation rate | 52.1% | 87.3%-35.2pp | 86.8%-34.7pp | 70.6%-18.4pp |
| Annual return | 17.07% | 33.27%-16.2pp | 28.81%-11.7pp | 31.24%-14.2pp |
| Employer contribution / active EE | $2,853 | $4,413-35.3% | $6,427-55.6% | $2,726+4.7% |
| Participant deferral / active EE | $3,943 | $7,297-46.0% | $9,131-56.8% | $4,647-15.2% |
| Admin fee / account holder | $227 | $254-10.8% | $13,901-98.4% | $430-47.4% |