Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $9,368 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,292 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $3,267 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,044 | $58,888-16.7% | $178,498-72.5% | $73,493-33.3% |
| Participation rate | 81.4% | 66.2%+15.2pp | 81.9%-0.5pp | 70.7%+10.7pp |
| Annual return | 14.35% | 24.86%-10.5pp | 151.09%-136.7pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,799 | $2,236+25.2% | $5,011-44.1% | $2,270+23.3% |
| Participant deferral / active EE | $8,203 | $2,568+219.5% | $5,202+57.7% | $3,740+119.4% |
| Admin fee / account holder | $110 | $400-72.5% | $13,985-99.2% | $513-78.6% |