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| Provider | Service type | Compensation |
|---|---|---|
VEERY CAPITAL4 years Service code 26 · EIN 83-1838623 | Advisory (Participants) | $67,618 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $30,180 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 13 · EIN 43-1451524 | Contract Administrator | $11,756 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,592 | $46,688-4.5% | $189,758-76.5% | $69,733-36.1% |
| Participation rate | 96.5% | 61.7%+34.8pp | 79.8%+16.7pp | 62.5%+34.0pp |
| Annual return | 15.31% | 14.35%+1.0pp | 52.62%-37.3pp | 15.22%+0.1pp |
| Employer contribution / active EE | $443 | $1,695-73.8% | $4,767-90.7% | $2,250-80.3% |
| Participant deferral / active EE | $4,736 | $2,143+121.0% | $5,856-19.1% | $3,054+55.1% |
| Admin fee / account holder | $238 | $1,700-86.0% | $20,388-98.8% | $3,102-92.3% |