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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $173,385 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $96,672 |
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.
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 | $18,750 | $62,541-70.0% | $129,384-85.5% | $199,960-90.6% |
| Participation rate | 92.6% | 56.8%+35.8pp | 69.6%+23.0pp | 72.0%+20.6pp |
| Annual return | 12.65% | 16.95%-4.3pp | 9461.77%-9449.1pp | 34.28%-21.6pp |
| Employer contribution / active EE | $1,418 | $2,392-40.7% | $4,153-65.9% | $3,036-53.3% |
| Participant deferral / active EE | $2,967 | $3,123-5.0% | $4,166-28.8% | $5,087-41.7% |
| Admin fee / account holder | $102 | $167-38.9% | $7,686-98.7% | $269-62.1% |