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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT RESOURCES INVESTMENT COR Service code 15 · EIN 04-3464764 | Recordkeeping | $60,968 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,579 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,817 | $106,110-50.2% | $147,005-64.1% | $77,671-32.0% |
| Participation rate | 82.5% | 78.4%+4.1pp | 82.2%+0.3pp | 70.6%+11.9pp |
| Annual return | 15.12% | 56.77%-41.7pp | 418.76%-403.6pp | 31.21%-16.1pp |
| Employer contribution / active EE | $472 | $4,065-88.4% | $4,934-90.4% | $2,726-82.7% |
| Participant deferral / active EE | $10,274 | $7,992+28.6% | $8,070+27.3% | $4,648+121.0% |
| Admin fee / account holder | $115 | $338-66.0% | $13,006-99.1% | $430-73.3% |