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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $27,390 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $17,179 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,731 | $130,294+6.5% | $170,057-18.4% | $71,529+94.0% |
| Participation rate | 73.3% | 86.2%-12.8pp | 87.0%-13.7pp | 67.9%+5.4pp |
| Annual return | 23.43% | 20.36%+3.1pp | 53.42%-30.0pp | 28.97%-5.5pp |
| Employer contribution / active EE | $2,922 | $4,385-33.4% | $6,790-57.0% | $2,590+12.8% |
| Participant deferral / active EE | $9,187 | $6,928+32.6% | $10,411-11.8% | $4,291+114.1% |
| Admin fee / account holder | $411 | $966-57.5% | $12,826-96.8% | $1,588-74.1% |