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| Provider | Service type | Compensation |
|---|---|---|
RESOURCE BENEFITS ADMINISTRATORS1+ years Service code 15 · EIN 74-2533381 5400 BOSQUE BLVD. · WACO, TX 76710 | Recordkeeping | $6,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $1,175 | $33,745-96.5% | $64,105-98.2% | $55,191-97.9% |
| Participation rate | 62.0% | 59.4%+2.6pp | 68.2%-6.2pp | 69.2%-7.2pp |
| Annual return | -6.75% | 4.95%-11.7pp | 791.24%-798.0pp | 10.78%-17.5pp |
| Employer contribution / active EE | $160 | $641-75.1% | $1,820-91.2% | $1,899-91.6% |
| Participant deferral / active EE | $1,007 | $1,929-47.8% | $2,822-64.3% | $3,046-67.0% |
| Admin fee / account holder | $8 | $94-91.3% | $4,499-99.8% | $91-91.0% |