Filed January 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $68,613 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,523 |
PEGGY S. EDGE, CPA, LLC2 years Filed as: PEGGY S. EDGE CPA LLC Service code 15 · EIN 26-4527814 | Recordkeeping | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,758 | $48,432+2.7% | $121,204-58.9% | $71,511-30.4% |
| Participation rate | 94.4% | 54.3%+40.1pp | 69.5%+24.9pp | 67.9%+26.5pp |
| Annual return | 17.32% | 23.28%-6.0pp | 987.18%-969.9pp | 28.86%-11.5pp |
| Employer contribution / active EE | $1,573 | $1,493+5.3% | $4,170-62.3% | $2,589-39.3% |
| Participant deferral / active EE | $3,478 | $2,756+26.2% | $4,083-14.8% | $4,291-18.9% |
| Admin fee / account holder | $479 | $1,845-74.1% | $5,651-91.5% | $1,588-69.9% |