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| Provider | Service type | Compensation |
|---|---|---|
RESOURCE 1, INC.4 years Filed as: RESOURCE 1 INC. Service code 27 · EIN 20-3941578 370 WORLD TRADE CENTER · NORFOLK, VA 23510 | Advisory (Plan) | $20,670 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $16,271 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $86,508 | $89,652-3.5% | $141,177-38.7% | $65,185+32.7% |
| Participation rate | 46.9% | 74.7%-27.9pp | 82.5%-35.6pp | 70.2%-23.3pp |
| Annual return | 19.13% | 32.79%-13.7pp | 71.40%-52.3pp | 29.38%-10.3pp |
| Employer contribution / active EE | $656 | $3,065-78.6% | $4,736-86.1% | $2,177-69.8% |
| Participant deferral / active EE | $2,724 | $5,691-52.1% | $6,710-59.4% | $3,514-22.5% |
| Admin fee / account holder | $366 | $569-35.7% | $10,263-96.4% | $847-56.8% |