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| Provider | Service type | Compensation |
|---|---|---|
RESOURCE 1, INC.1 year Filed as: RESOURCE 1 INC. Service code 28 370 WORLD TRADE CENTER · NORFOLK, VA 23510 | Investment Management | $33,525 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $2,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,909 | $75,183+6.3% | $123,894-35.5% | $55,167+44.8% |
| Participation rate | 53.5% | 72.8%-19.4pp | 81.4%-27.9pp | 69.0%-15.5pp |
| Annual return | 5.95% | 19.01%-13.1pp | 47.52%-41.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,316 | $2,823-53.4% | $4,617-71.5% | $1,963-32.9% |
| Participant deferral / active EE | $3,199 | $5,084-37.1% | $5,984-46.5% | $3,054+4.8% |
| Admin fee / account holder | $451 | $663-31.9% | $8,357-94.6% | $504-10.5% |