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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $21,069 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $8,071 |
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 | $5,683 | $37,196-84.7% | $154,108-96.3% | $55,725-89.8% |
| Participation rate | 80.3% | 64.1%+16.2pp | 83.0%-2.8pp | 70.9%+9.4pp |
| Annual return | -8.42% | 1319.68%-1328.1pp | 735.21%-743.6pp | 244.93%-253.4pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $901 | $2,068-56.4% | $5,081-82.3% | $3,356-73.1% |
| Admin fee / account holder | $104 | $102+2.1% | $13,411-99.2% | $115-9.9% |