Filed August 25, 2020 (most recent of 4 filings on file)
Total covered: 84 employees
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $280,589 |
RESOURCES INVESTMENT ADVISORS LLC10+ years Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $72,049 |
BKD, LLP9 years Service code 15 · EIN 44-0160260 | Recordkeeping | $16,034 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $94,276 | $148,970-36.7% | $133,698-29.5% | $200,096-52.9% |
| Participation rate | 99.7% | 79.4%+20.3pp | 76.4%+23.3pp | 72.0%+27.7pp |
| Annual return | 16.02% | 27.07%-11.0pp | 580.90%-564.9pp | 34.26%-18.2pp |
| Employer contribution / active EE | $4,195 | $3,561+17.8% | $4,218-0.5% | $3,038+38.1% |
| Participant deferral / active EE | $5,759 | $6,140-6.2% | $7,016-17.9% | $5,090+13.1% |
| Admin fee / account holder | $79 | $144-45.2% | $6,703-98.8% | $269-70.7% |