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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $83,755 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $39,276 |
AMERICAN FUNDS4+ years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 · EIN 13-4024319 | Indirect Investment Fees | $0 |
COLUMBIA4+ years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
GOLDMAN SACHS4+ years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
HARRIS4+ years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO4+ years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,298 | $70,908+65.4% | $98,907+18.6% | $73,488+59.6% |
| Participation rate | 93.5% | 73.8%+19.7pp | 76.0%+17.5pp | 70.7%+22.8pp |
| Annual return | 15.38% | 34.17%-18.8pp | 196.43%-181.1pp | 28.51%-13.1pp |
| Employer contribution / active EE | $2,213 | $2,036+8.7% | $2,689-17.7% | $2,270-2.5% |
| Participant deferral / active EE | $5,524 | $3,500+57.8% | $4,244+30.1% | $3,740+47.7% |
| Admin fee / account holder | $513 | $535-4.2% | $6,642-92.3% | $513-0.1% |