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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $12,356 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $925 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,438 | $98,982-65.2% | $162,177-78.8% | $65,185-47.2% |
| Participation rate | 88.3% | 85.8%+2.6pp | 87.6%+0.8pp | 70.2%+18.1pp |
| Annual return | 23.66% | 24.84%-1.2pp | 115.60%-91.9pp | 29.38%-5.7pp |
| Employer contribution / active EE | $1,594 | $3,467-54.0% | $5,613-71.6% | $2,177-26.8% |
| Participant deferral / active EE | $3,900 | $5,384-27.6% | $7,297-46.6% | $3,514+11.0% |
| Admin fee / account holder | $122 | $596-79.5% | $10,843-98.9% | $847-85.6% |