Filed April 14, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $58,253 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $24,078 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,985 | $79,428+163.1% | $106,548+96.1% | $79,386+163.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 10.88% | 18.27%-7.4pp | 26.80%-15.9pp | 116.85%-106.0pp |
| Employer contribution / active EE | $3,559 | $2,234+59.3% | $2,819+26.3% | $2,427+46.6% |
| Participant deferral / active EE | $8,471 | $3,823+121.6% | $4,398+92.6% | $4,046+109.4% |
| Admin fee / account holder | $330 | $523-37.0% | $7,407-95.6% | $626-47.4% |