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| Provider | Service type | Compensation |
|---|---|---|
ADVISOR RESOURCE COUNCIL1 year Filed as: ADVISOR FEE Service code 27 · EIN 83-2499358 | Advisory (Plan) | $7,703 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,217 | $89,652+27.4% | $141,162-19.1% | $65,185+75.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | -0.82% | 32.79%-33.6pp | 71.39%-72.2pp | 29.38%-30.2pp |
| Employer contribution / active EE | $12,078 | $3,065+294.1% | $4,735+155.1% | $2,177+454.9% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $51 | $569-91.0% | $10,261-99.5% | $847-94.0% |