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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $22,217 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,333 | $59,448-54.0% | $93,696-70.8% | $74,459-63.3% |
| Participation rate | 14.4% | 59.6%-45.2pp | 68.7%-54.3pp | 67.2%-52.8pp |
| Annual return | -62.84% | 82.11%-144.9pp | 133.74%-196.6pp | 1369.70%-1432.5pp |
| Employer contribution / active EE | $458 | $1,266-63.8% | $2,422-81.1% | $2,626-82.6% |
| Participant deferral / active EE | $815 | $3,052-73.3% | $4,417-81.5% | $4,350-81.3% |
| Admin fee / account holder | $444 | $3,027-85.3% | $8,287-94.6% | $1,945-77.2% |