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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $188,177 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $88,737 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,892 | $89,465-29.7% | $165,100-61.9% | $77,762-19.1% |
| Participation rate | 78.0% | 78.6%-0.7pp | 78.6%-0.7pp | 70.6%+7.4pp |
| Annual return | 11.63% | 28.86%-17.2pp | 70.21%-58.6pp | 31.27%-19.6pp |
| Employer contribution / active EE | $1,461 | $2,565-43.0% | $4,348-66.4% | $2,728-46.4% |
| Participant deferral / active EE | $2,930 | $4,904-40.3% | $6,035-51.5% | $4,651-37.0% |
| Admin fee / account holder | $228 | $340-32.8% | $12,696-98.2% | $433-47.2% |