Filed July 22, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $99,831 |
Filed as: RESOURCES INVESTMENT ADV Service code 11 · EIN 43-1451524 | Actuarial | $63,750 |
CLEARVIEW GROUP5 years Filed as: CLEARVIEW ADVISORY Service code 27 · EIN 27-2579538 | Advisory (Plan) | $11,375 |
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $9,478 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,318 | $95,388-47.2% | $125,339-59.9% | $77,904-35.4% |
| Participation rate | 71.1% | 78.6%-7.5pp | 82.4%-11.3pp | 73.7%-2.6pp |
| Annual return | -15.64% | 116.19%-131.8pp | 572.05%-587.7pp | 12.21%-27.8pp |
| Employer contribution / active EE | $2,159 | $3,666-41.1% | $4,814-55.2% | $2,848-24.2% |
| Participant deferral / active EE | $4,569 | $7,711-40.7% | $7,446-38.6% | $4,806-4.9% |
| Admin fee / account holder | $130 | $119+9.0% | $10,010-98.7% | $133-2.2% |