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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,049 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,539 |
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $832 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $679 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,481 | $40,479-81.5% | $78,210-90.4% | $62,293-88.0% |
| Participation rate | 98.3% | 54.6%+43.7pp | 68.7%+29.6pp | 69.5%+28.8pp |
| Annual return | 19.51% | 66.31%-46.8pp | 40.90%-21.4pp | 28.90%-9.4pp |
| Employer contribution / active EE | $999 | $1,024-2.4% | $2,034-50.9% | $2,042-51.1% |
| Participant deferral / active EE | $2,080 | $1,718+21.1% | $2,823-26.3% | $3,169-34.4% |
| Admin fee / account holder | $35 | $376-90.8% | $3,758-99.1% | $479-92.8% |