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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 · EIN 43-1451524 | Investment Management | $37,495 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $19,704 |
WATKINS ROSS3 years Filed as: WATKINS, ROSS & CO. Service code 13 · EIN 38-1477362 | Contract Administrator | $6,477 |
Filed as: FIDELITY INV. INST. OPS., CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $995 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Finders' ... | $60 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,359 | $69,708+97.0% | $67,560+103.3% | $74,478+84.4% |
| Participation rate | 67.9% | 71.4%-3.5pp | 72.9%-5.0pp | 67.2%+0.7pp |
| Annual return | 13.84% | -40.67%+54.5pp | 3533.50%-3519.7pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $4,406 | $2,715+62.3% | $2,737+61.0% | $2,626+67.8% |
| Participant deferral / active EE | $3,723 | $3,637+2.4% | $4,004-7.0% | $4,350-14.4% |
| Admin fee / account holder | $319 | $887-64.0% | $3,994-92.0% | $1,946-83.6% |