Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $252,876 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $40,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,393 | $73,034-84.4% | $77,183-85.2% | $80,149-85.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 69.6%+30.4pp | 72.9%+27.1pp |
| Annual return | 18.00% | 18.56%-0.6pp | 37.89%-19.9pp | 40.39%-22.4pp |
| Employer contribution / active EE | $1,056 | $2,779-62.0% | $2,534-58.3% | $2,977-64.5% |
| Participant deferral / active EE | $2,078 | $4,140-49.8% | $3,833-45.8% | $5,015-58.6% |
| Admin fee / account holder | $74 | $104-28.7% | $5,475-98.6% | $145-49.0% |