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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 | $39,766-44.1% | $66,674-66.7% | $71,012-68.7% |
| Participation rate | 16.7% | 47.7%-30.9pp | 73.7%-56.9pp | 58.6%-41.8pp |
| Annual return | 10.13% | 181.39%-171.3pp | 321.24%-311.1pp | 37.67%-27.5pp |
| Employer contribution / active EE | $317 | $1,503-78.9% | $2,620-87.9% | $2,348-86.5% |
| Participant deferral / active EE | $544 | $1,868-70.9% | $4,084-86.7% | $3,246-83.2% |
| Admin fee / account holder | $85 | $1,097-92.2% | $5,098-98.3% | $1,167-92.7% |