Filed March 17, 2016 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,310 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $32,617 |
Filed as: RESOURCES INVESTMENT ADV Service code 27 · EIN 43-1451524 | Advisory (Plan) | $13,118 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $217,430-100.0% | $185,854-100.0% | $167,560-100.0% |
| Participation rate | 0.0% | 86.1%-86.1pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 9.94% | 148.44%-138.5pp | 122.12%-112.2pp | 478.94%-469.0pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $19,821-100.0% | $16,246-100.0% | $12,317-100.0% |