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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $9,405 |
Service code 49 · EIN 04-1590850 | Other Services | $2,593 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 06-1194217 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
OPPENHEIMER4 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS4 years Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,633 | $54,121+52.7% | $134,162-38.4% | $73,412+12.6% |
| Participation rate | 62.7% | 64.4%-1.7pp | 72.2%-9.5pp | 72.2%-9.5pp |
| Annual return | 11.41% | -312.52%+323.9pp | 36.35%-24.9pp | 59.30%-47.9pp |
| Employer contribution / active EE | $973 | $1,402-30.6% | $3,705-73.7% | $2,234-56.4% |
| Participant deferral / active EE | $2,083 | $2,844-26.8% | $3,500-40.5% | $3,806-45.3% |
| Admin fee / account holder | $58 | $132-56.0% | $6,685-99.1% | $158-63.1% |