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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $167,018 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $76,452 |
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 | $70,002 | $91,372-23.4% | $130,045-46.2% | $74,460-6.0% |
| Participation rate | 70.3% | 77.8%-7.4pp | 78.5%-8.2pp | 70.7%-0.4pp |
| Annual return | 56.19% | 23.21%+33.0pp | -137.30%+193.5pp | 34.38%+21.8pp |
| Employer contribution / active EE | $1,424 | $2,563-44.4% | $4,321-67.0% | $2,638-46.0% |
| Participant deferral / active EE | $3,052 | $4,721-35.4% | $5,820-47.6% | $4,530-32.6% |
| Admin fee / account holder | $237 | $283-16.4% | $10,600-97.8% | $348-31.9% |