Filed January 11, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $124,083 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $64,737 |
Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,127 | $99,168+2.0% | $96,534+4.8% | $74,460+35.8% |
| Participation rate | 99.5% | 80.7%+18.9pp | 76.0%+23.5pp | 70.7%+28.8pp |
| Annual return | 18.84% | 22.40%-3.6pp | 25.88%-7.0pp | 34.38%-15.5pp |
| Employer contribution / active EE | $2,586 | $2,570+0.6% | $2,965-12.8% | $2,638-2.0% |
| Participant deferral / active EE | $9,385 | $4,936+90.1% | $4,851+93.5% | $4,530+107.2% |
| Admin fee / account holder | $251 | $225+11.7% | $8,253-97.0% | $348-27.8% |