Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,800 |
Filed as: RESOURCES INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $15,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,128 | $56,339+6.7% | $104,301-42.4% | $68,486-12.2% |
| Participation rate | 60.2% | 63.3%-3.0pp | 73.3%-13.0pp | 67.9%-7.7pp |
| Annual return | -13.34% | -9.19%-4.1pp | 24.61%-38.0pp | -7.85%-5.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,279 | $3,077-58.4% | $4,626-72.4% | $4,028-68.3% |
| Admin fee / account holder | $5 | $4,902-99.9% | $7,340-99.9% | $5,404-99.9% |