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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,579 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $11,619 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,826 | $52,293-83.1% | $178,490-95.1% | $73,409-88.0% |
| Participation rate | 71.4% | 65.3%+6.1pp | 81.9%-10.5pp | 72.2%-0.7pp |
| Annual return | 10.23% | 34.75%-24.5pp | 151.07%-140.8pp | 59.29%-49.1pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,023 | $2,332-56.1% | $5,202-80.3% | $3,805-73.1% |
| Admin fee / account holder | $148 | $127+16.1% | $13,984-98.9% | $158-6.3% |