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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 | $45,343-1.7% | $150,298-70.3% | $67,986-34.4% |
| Participation rate | 96.5% | 51.9%+44.6pp | 77.8%+18.7pp | 57.2%+39.3pp |
| Annual return | 15.31% | 33.28%-18.0pp | 62.79%-47.5pp | 31.67%-16.4pp |
| Employer contribution / active EE | $443 | $1,462-69.7% | $4,154-89.3% | $2,019-78.0% |
| Participant deferral / active EE | $4,736 | $2,055+130.5% | $5,453-13.1% | $3,358+41.0% |
| Admin fee / account holder | $238 | $2,250-89.4% | $14,116-98.3% | $3,203-92.6% |