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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $35,120 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,116 | $51,736+52.9% | $120,225-34.2% | $67,986+16.4% |
| Participation rate | 53.6% | 46.1%+7.5pp | 69.6%-15.9pp | 57.2%-3.6pp |
| Annual return | 14.81% | 31.98%-17.2pp | 439.23%-424.4pp | 31.67%-16.9pp |
| Employer contribution / active EE | $827 | $1,071-22.9% | $3,475-76.2% | $2,019-59.1% |
| Participant deferral / active EE | $3,119 | $2,206+41.4% | $3,999-22.0% | $3,358-7.1% |
| Admin fee / account holder | $315 | $4,159-92.4% | $5,696-94.5% | $3,203-90.2% |