Filed January 26, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INV ADVISORS LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $105,917 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $101,244 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $68,774 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,237 | $111,491+106.5% | $189,513+21.5% | $86,799+165.3% |
| Participation rate | 99.5% | 87.3%+12.2pp | 87.8%+11.7pp | 72.3%+27.2pp |
| Annual return | 12.72% | 83.50%-70.8pp | 555.15%-542.4pp | 97.91%-85.2pp |
| Employer contribution / active EE | $4,601 | $3,951+16.5% | $6,162-25.3% | $2,405+91.3% |
| Participant deferral / active EE | $8,079 | $6,437+25.5% | $8,221-1.7% | $4,131+95.6% |
| Admin fee / account holder | $267 | $189+41.2% | $12,045-97.8% | $170+57.2% |