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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $4,428 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $22,224 | $44,206-49.7% | $94,057-76.4% | $64,728-65.7% |
| Participation rate | 16.7% | 51.0%-34.3pp | 73.3%-56.6pp | 57.9%-41.2pp |
| Annual return | 10.13% | 259.42%-249.3pp | 480.62%-470.5pp | 49.38%-39.2pp |
| Employer contribution / active EE | $317 | $1,635-80.6% | $2,933-89.2% | $2,243-85.9% |
| Participant deferral / active EE | $544 | $1,902-71.4% | $4,709-88.4% | $2,729-80.1% |
| Admin fee / account holder | $85 | $1,230-93.1% | $7,244-98.8% | $1,145-92.5% |