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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 28 · EIN 43-1451524 | Investment Management | $38,500 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $31,828 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $252,090 | $53,841+368.2% | $75,731+232.9% | $85,851+193.6% |
| Participation rate | 94.7% | 69.0%+25.7pp | 74.8%+19.9pp | 69.3%+25.4pp |
| Annual return | 12.51% | 24.54%-12.0pp | 104.65%-92.1pp | 318.63%-306.1pp |
| Employer contribution / active EE | $8,499 | $2,017+321.3% | $2,743+209.8% | $2,565+231.3% |
| Participant deferral / active EE | $7,203 | $2,895+148.9% | $3,820+88.6% | $3,952+82.3% |
| Admin fee / account holder | $391 | $3,340-88.3% | $3,620-89.2% | $6,261-93.8% |