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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,920 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $28,121 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
HARRIS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
LEGG MASON4 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
Service code 49 | Other Services | $0 |
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.
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 | $134,035 | $73,638+82.0% | $95,956+39.7% | $73,493+82.4% |
| Participation rate | 91.7% | 76.2%+15.6pp | 77.1%+14.6pp | 70.7%+21.0pp |
| Annual return | 10.95% | 16.78%-5.8pp | 91.63%-80.7pp | 28.51%-17.6pp |
| Employer contribution / active EE | $820 | $1,863-56.0% | $2,541-67.7% | $2,270-63.9% |
| Participant deferral / active EE | $7,082 | $3,617+95.8% | $4,167+70.0% | $3,740+89.4% |
| Admin fee / account holder | $307 | $482-36.3% | $6,797-95.5% | $513-40.2% |