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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,597 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $9,153 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,845 | $79,169-92.6% | $100,415-94.2% | $74,478-92.2% |
| Participation rate | 90.6% | 79.4%+11.2pp | 81.5%+9.1pp | 67.2%+23.4pp |
| Annual return | 15.10% | 20.51%-5.4pp | 49.47%-34.4pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $512 | $3,017-83.0% | $3,943-87.0% | $2,626-80.5% |
| Participant deferral / active EE | $4,304 | $7,751-44.5% | $8,091-46.8% | $4,350-1.1% |
| Admin fee / account holder | $140 | $1,337-89.5% | $7,906-98.2% | $1,946-92.8% |