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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,502 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $5,013 |
Employer contribution per participant 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 | $10,402 | $28,956-64.1% | $71,755-85.5% | $64,819-84.0% |
| Participation rate | 80.2% | 65.2%+15.0pp | 62.3%+17.9pp | 71.5%+8.7pp |
| Annual return | -17.03% | -7.39%-9.6pp | 9.09%-26.1pp | 32.84%-49.9pp |
| Employer contribution / active EE | $326 | $1,159-71.8% | $1,704-80.8% | $2,507-87.0% |
| Participant deferral / active EE | $2,182 | $2,686-18.8% | $2,656-17.9% | $4,311-49.4% |
| Admin fee / account holder | $30 | $124-75.7% | $3,972-99.2% | $188-83.9% |