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| Provider | Service type | Compensation |
|---|---|---|
RESOURCE 1, INC.3 years Filed as: RESOURCE 1 INC. Service code 28 370 WORLD TRADE CENTER · NORFOLK, VA 23510 | Investment Management | $35,208 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $3,055 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,641 | $73,102-6.1% | $123,552-44.4% | $56,287+21.9% |
| Participation rate | 61.4% | 74.3%-12.9pp | 82.3%-20.9pp | 69.9%-8.5pp |
| Annual return | 0.52% | 3.01%-2.5pp | 119.20%-118.7pp | -9.96%+10.5pp |
| Employer contribution / active EE | $796 | $2,977-73.3% | $4,628-82.8% | $2,111-62.3% |
| Participant deferral / active EE | $3,217 | $5,423-40.7% | $6,426-49.9% | $3,350-4.0% |
| Admin fee / account holder | $342 | $554-38.3% | $9,285-96.3% | $521-34.4% |