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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $219,306 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 17 · EIN 43-1451524 | Pension Consulting | $50,000 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,234-100.0% | $267,477-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.5%-35.5pp | 5.6%-5.6pp |
| Annual return | -17.76% | -14.45%-3.3pp | -38.86%+21.1pp | 39.82%-57.6pp |
| Employer contribution / active EE | $17,809 | $14,058+26.7% | $37,756-52.8% | $19,980-10.9% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |