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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $30,642 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $15,875 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,594 | $66,302-56.9% | $110,241-74.1% | $56,287-49.2% |
| Participation rate | 87.1% | 74.9%+12.2pp | 79.8%+7.2pp | 69.9%+17.2pp |
| Annual return | -7.12% | -1.18%-5.9pp | 314.75%-321.9pp | -9.96%+2.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,605 | $3,381-23.0% | $4,672-44.2% | $3,350-22.2% |
| Admin fee / account holder | $312 | $698-55.3% | $8,548-96.3% | $521-40.1% |