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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,952 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $6,301 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,038 | $84,493-66.8% | $125,381-77.6% | $66,938-58.1% |
| Participation rate | 89.4% | 76.4%+13.0pp | 82.4%+7.1pp | 69.8%+19.6pp |
| Annual return | -12.68% | -8.49%-4.2pp | 572.31%-585.0pp | 1.58%-14.3pp |
| Employer contribution / active EE | $2,060 | $3,554-42.0% | $4,815-57.2% | $2,545-19.1% |
| Participant deferral / active EE | $8,455 | $6,783+24.6% | $7,448+13.5% | $4,238+99.5% |
| Admin fee / account holder | $187 | $685-72.8% | $10,007-98.1% | $594-68.6% |