Filed November 21, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $135,812 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $59,454 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,515 | $50,812-24.2% | $155,602-75.2% | $77,692-50.4% |
| Participation rate | 71.0% | 63.1%+7.9pp | 78.2%-7.2pp | 70.6%+0.4pp |
| Annual return | 13.16% | 34.85%-21.7pp | 64.81%-51.7pp | 31.25%-18.1pp |
| Employer contribution / active EE | $1,359 | $1,989-31.7% | $4,675-70.9% | $2,726-50.1% |
| Participant deferral / active EE | $4,692 | $2,822+66.3% | $5,629-16.6% | $4,648+0.9% |
| Admin fee / account holder | $200 | $436-54.3% | $15,923-98.7% | $431-53.7% |