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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 28 · EIN 43-1451524 | Investment Management | $42,000 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $29,852 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,386 | $60,989+258.1% | $60,919+258.5% | $66,949+226.2% |
| Participation rate | 94.2% | 74.5%+19.8pp | 73.1%+21.1pp | 69.8%+24.4pp |
| Annual return | -11.83% | -9.60%-2.2pp | 16.96%-28.8pp | 1.57%-13.4pp |
| Employer contribution / active EE | $8,635 | $2,661+224.6% | $2,704+219.4% | $2,545+239.3% |
| Participant deferral / active EE | $7,251 | $3,615+100.6% | $3,814+90.1% | $4,239+71.1% |
| Admin fee / account holder | $388 | $338+14.7% | $3,228-88.0% | $594-34.6% |