Filed September 9, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $253,750 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,300 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $293,167-100.0% | $373,805-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 39.4%-39.4pp | 18.9%-18.9pp | 43.0%-43.0pp |
| Annual return | 14.88% | 8.90%+6.0pp | 9.52%+5.4pp | 259.17%-244.3pp |
| Employer contribution / active EE | $0 | $50,076-100.0% | $41,951-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $16-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,317-100.0% | $1,512-100.0% | $21,502-100.0% |