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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $17,995 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,349 |
PEGGY S. EDGE, CPA, LLC2 years Filed as: PEGGY S. EDGE CPA LLC Service code 15 · EIN 26-4527814 | Recordkeeping | $8,000 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,682 | $61,356-79.3% | $149,696-91.5% | $71,511-82.3% |
| Participation rate | 82.0% | 62.5%+19.5pp | 78.8%+3.2pp | 67.9%+14.1pp |
| Annual return | 9.48% | 35.86%-26.4pp | 134.46%-125.0pp | 28.86%-19.4pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,669 | $2,920-42.8% | $5,682-70.6% | $4,291-61.1% |
| Admin fee / account holder | $217 | $1,263-82.8% | $13,212-98.4% | $1,588-86.3% |