Filed December 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $98,898 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $28,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,136 | $106,236-52.8% | $112,258-55.3% | $64,814-22.6% |
| Participation rate | 98.9% | 71.7%+27.2pp | 75.1%+23.8pp | 71.5%+27.4pp |
| Annual return | -15.82% | -6.02%-9.8pp | 27.47%-43.3pp | 32.84%-48.7pp |
| Employer contribution / active EE | $3,566 | $3,166+12.6% | $3,636-1.9% | $2,507+42.3% |
| Participant deferral / active EE | $9,150 | $3,785+141.7% | $4,728+93.5% | $4,310+112.3% |
| Admin fee / account holder | $172 | $452-61.8% | $6,411-97.3% | $188-8.3% |