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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $92,926 |
Filed as: RESOURCES INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $35,827 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,012 | $93,617+3.6% | $135,982-28.7% | $75,177+29.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 11.67% | 30.89%-19.2pp | 68.32%-56.7pp | 160.75%-149.1pp |
| Employer contribution / active EE | $4,694 | $3,538+32.7% | $4,859-3.4% | $2,671+75.7% |
| Participant deferral / active EE | $4,657 | $6,406-27.3% | $7,760-40.0% | $4,126+12.9% |
| Admin fee / account holder | $9 | $6,980-99.9% | $10,767-99.9% | $5,651-99.8% |