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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $12,032 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,919 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,002 | $42,367+27.5% | $79,576-32.1% | $64,814-16.7% |
| Participation rate | 49.5% | 64.7%-15.2pp | 69.5%-19.9pp | 71.5%-21.9pp |
| Annual return | -17.01% | -12.23%-4.8pp | 0.15%-17.2pp | 32.84%-49.8pp |
| Employer contribution / active EE | $1,040 | $1,181-11.9% | $2,413-56.9% | $2,507-58.5% |
| Participant deferral / active EE | $2,246 | $3,170-29.1% | $3,985-43.6% | $4,310-47.9% |
| Admin fee / account holder | $240 | $160+50.5% | $6,834-96.5% | $188+27.8% |