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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,927 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $6,936 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,860 | $55,453-89.4% | $170,435-96.6% | $62,293-90.6% |
| Participation rate | 81.8% | 66.4%+15.4pp | 83.6%-1.8pp | 69.5%+12.3pp |
| Annual return | 12.19% | 21.38%-9.2pp | 205.94%-193.7pp | 28.90%-16.7pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,018 | $2,303-55.8% | $4,939-79.4% | $3,169-67.9% |
| Admin fee / account holder | $89 | $455-80.5% | $13,881-99.4% | $479-81.5% |