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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 | $43,496+2.5% | $161,489-72.4% | $64,340-30.7% |
| Participation rate | 96.5% | 53.5%+42.9pp | 78.7%+17.8pp | 55.2%+41.2pp |
| Annual return | 15.31% | 20.76%-5.4pp | 89.72%-74.4pp | 24.14%-8.8pp |
| Employer contribution / active EE | $443 | $1,431-69.0% | $4,268-89.6% | $1,862-76.2% |
| Participant deferral / active EE | $4,736 | $1,996+137.3% | $5,630-15.9% | $2,980+58.9% |
| Admin fee / account holder | $238 | $2,330-89.8% | $16,006-98.5% | $3,703-93.6% |