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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $117,332 |
ORENDA RETIREMENT, LLC2 years Service code 13 · EIN 36-4877979 | Contract Administrator | $88,680 |
BDO USA, LLP1 year Filed as: BDO USA P.C. Service code 10 · EIN 13-5381590 | Accounting | $39,550 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 | Advisory (Participants) | $0 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 26 · EIN 43-1451524 | Advisory (Participants) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,384 | $44,898-68.0% | $85,187-83.1% | $199,960-92.8% |
| Participation rate | 91.6% | 45.7%+45.9pp | 67.5%+24.1pp | 72.0%+19.6pp |
| Annual return | 17.21% | 20.98%-3.8pp | 66.67%-49.5pp | 34.28%-17.1pp |
| Employer contribution / active EE | $2,735 | $1,367+100.0% | $2,732+0.1% | $3,036-9.9% |
| Participant deferral / active EE | $5,029 | $2,670+88.4% | $4,525+11.1% | $5,087-1.1% |
| Admin fee / account holder | $135 | $585-77.0% | $6,162-97.8% | $269-49.9% |