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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $39,553 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $10,805 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $8,291 |
ALGER2+ years Service code 52 · EIN 04-2451826 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2+ years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2+ years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,662 | $62,928-71.9% | $172,753-89.8% | $67,582-73.9% |
| Participation rate | 43.5% | 64.5%-20.9pp | 82.6%-39.1pp | 71.3%-27.8pp |
| Annual return | 95.83% | 30.36%+65.5pp | 803.00%-707.2pp | 378.57%-282.7pp |
| Employer contribution / active EE | $877 | $1,636-46.4% | $5,144-82.9% | $2,148-59.2% |
| Participant deferral / active EE | $1,945 | $2,145-9.3% | $5,198-62.6% | $3,539-45.1% |
| Admin fee / account holder | $210 | $167+25.9% | $13,956-98.5% | $142+47.5% |