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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $9,927 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,552 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,392 | $48,064-20.1% | $78,778-51.3% | $69,631-44.9% |
| Participation rate | 62.1% | 61.6%+0.5pp | 69.2%-7.1pp | 70.7%-8.6pp |
| Annual return | 0.00% | 21.81%-21.8pp | 35.62%-35.6pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $1,547 | $744+108.0% | $1,986-22.1% | $2,032-23.9% |
| Participant deferral / active EE | $3,142 | $2,079+51.1% | $2,958+6.2% | $3,224-2.5% |
| Admin fee / account holder | $93 | $152-38.5% | $5,134-98.2% | $110-15.4% |