Filed February 11, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,266 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,000 |
PASI, LLC8 years Filed as: PASI LLC Service code 13 · EIN 26-1407927 | Contract Administrator | $12,248 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,899 | $122,042-55.8% | $184,260-70.7% | $74,459-27.6% |
| Participation rate | 87.4% | 85.5%+1.9pp | 86.8%+0.6pp | 67.2%+20.2pp |
| Annual return | 13.10% | 19.91%-6.8pp | 28.84%-15.7pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $2,561 | $4,537-43.6% | $6,427-60.2% | $2,626-2.5% |
| Participant deferral / active EE | $4,151 | $7,143-41.9% | $9,133-54.5% | $4,350-4.6% |
| Admin fee / account holder | $350 | $1,252-72.1% | $13,898-97.5% | $1,945-82.0% |