Filed August 6, 2021
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping fees... | $173,966 |
Filed as: RESOURCES INVESTMENTS ADVISORS, INC Service code 16 · EIN 43-1451524 | Consulting | $22,500 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $5,693 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,260 | $44,989-70.5% | $170,435-92.2% | $77,958-83.0% |
| Participation rate | 91.8% | 64.6%+27.2pp | 83.6%+8.2pp | 71.6%+20.1pp |
| Annual return | 13.78% | 19.61%-5.8pp | 205.94%-192.2pp | 20.87%-7.1pp |
| Employer contribution / active EE | $635 | $1,466-56.7% | $5,432-88.3% | $2,310-72.5% |
| Participant deferral / active EE | $1,022 | $2,208-53.7% | $4,939-79.3% | $3,537-71.1% |
| Admin fee / account holder | $95 | $69+38.1% | $13,881-99.3% | $97-2.2% |