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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $67,093 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $22,025 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant 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 | $35,716 | $54,245-34.2% | $93,727-61.9% | $77,762-54.1% |
| Participation rate | 86.0% | 63.9%+22.0pp | 68.7%+17.2pp | 70.6%+15.4pp |
| Annual return | 13.85% | 30.58%-16.7pp | 133.83%-120.0pp | 31.27%-17.4pp |
| Employer contribution / active EE | $18 | $1,168-98.5% | $2,421-99.3% | $2,728-99.3% |
| Participant deferral / active EE | $3,616 | $3,144+15.0% | $4,417-18.1% | $4,651-22.3% |
| Admin fee / account holder | $276 | $575-52.1% | $8,292-96.7% | $433-36.3% |