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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $71,358 |
Filed as: RESOURCES INVESTMENT ADVISORS INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $27,000 |
Service code 14 · EIN 23-1401561 | Plan Administrator | $9,000 |
ALGER3 years Service code 52 · EIN 04-2451826 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2869117 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
EATON VANCE3 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 4.35% | 10.64%-6.3pp | 90.61%-86.3pp | 11.45%-7.1pp |
| Employer contribution / active EE | $3,003 | $11,339-73.5% | $32,730-90.8% | $17,219-82.6% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |