Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $18,229 |
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,150 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,760 | $89,652-60.1% | $141,191-74.7% | $65,185-45.1% |
| Participation rate | 78.3% | 74.7%+3.6pp | 82.5%-4.2pp | 70.2%+8.1pp |
| Annual return | 35.75% | 32.79%+3.0pp | 71.41%-35.7pp | 29.38%+6.4pp |
| Employer contribution / active EE | $1,873 | $3,065-38.9% | $4,736-60.4% | $2,177-13.9% |
| Participant deferral / active EE | $6,496 | $5,691+14.1% | $6,710-3.2% | $3,514+84.9% |
| Admin fee / account holder | $149 | $569-73.8% | $10,264-98.6% | $847-82.4% |