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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 99 · EIN 43-1451524 | Other Fees | $40,427 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,847 | $90,590-65.9% | $111,308-72.3% | - |
| Participation rate | 100.0% | 76.1%+23.9pp | 77.3%+22.7pp | - |
| Annual return | 16.75% | 11.74%+5.0pp | 54.67%-37.9pp | - |
| Employer contribution / active EE | $1,967 | $1,916+2.6% | $2,732-28.0% | - |
| Participant deferral / active EE | $4,307 | $4,059+6.1% | $4,487-4.0% | - |
| Admin fee / account holder | $115 | $3,379-96.6% | $7,965-98.6% | - |