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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,486 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $9,754 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $24,517 | $65,322-62.5% | $70,449-65.2% | $73,488-66.6% |
| Participation rate | 84.1% | 77.0%+7.2pp | 75.1%+9.1pp | 70.7%+13.4pp |
| Annual return | 13.04% | 15.71%-2.7pp | 109.03%-96.0pp | 28.51%-15.5pp |
| Employer contribution / active EE | $166 | $2,460-93.2% | $2,737-93.9% | $2,270-92.7% |
| Participant deferral / active EE | $2,991 | $3,375-11.4% | $3,709-19.3% | $3,740-20.0% |
| Admin fee / account holder | $229 | $214+7.0% | $3,845-94.0% | $513-55.3% |