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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $58,316 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $13,234 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,319 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $64,887 | $52,967+22.5% | $172,753-62.4% | $65,186-0.5% |
| Participation rate | 98.2% | 66.2%+32.0pp | 82.6%+15.6pp | 70.2%+28.0pp |
| Annual return | 22.36% | 30.12%-7.8pp | 803.00%-780.6pp | 29.39%-7.0pp |
| Employer contribution / active EE | $2,663 | $2,190+21.6% | $5,144-48.2% | $2,177+22.4% |
| Participant deferral / active EE | $7,845 | $2,471+217.5% | $5,198+50.9% | $3,514+123.3% |
| Admin fee / account holder | $257 | $472-45.5% | $13,956-98.2% | $847-69.6% |