Filed September 9, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $252,891 |
Filed as: RESOURCES INVESTMENT Service code 27 · EIN 43-1451524 | Advisory (Plan) | $85,815 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,622 | $118,337-23.4% | $189,545-52.2% | $93,010-2.6% |
| Participation rate | 96.7% | 89.1%+7.7pp | 87.8%+8.9pp | 73.9%+22.8pp |
| Annual return | 17.51% | 21.77%-4.3pp | 555.36%-537.9pp | 158.70%-141.2pp |
| Employer contribution / active EE | $6,804 | $4,204+61.8% | $6,162+10.4% | $2,705+151.5% |
| Participant deferral / active EE | $5,721 | $7,123-19.7% | $8,220-30.4% | $4,561+25.4% |
| Admin fee / account holder | $204 | $100+104.5% | $12,049-98.3% | $152+34.3% |