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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $183,790 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,239 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,490 | $106,164-42.1% | $147,041-58.2% | $77,692-20.9% |
| Participation rate | 96.2% | 78.4%+17.8pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 23.71% | 56.81%-33.1pp | 419.21%-395.5pp | 31.25%-7.5pp |
| Employer contribution / active EE | $2,969 | $4,066-27.0% | $4,935-39.8% | $2,726+8.9% |
| Participant deferral / active EE | $11,180 | $7,993+39.9% | $8,071+38.5% | $4,648+140.5% |
| Admin fee / account holder | $306 | $338-9.5% | $13,006-97.6% | $431-29.0% |