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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 55 · EIN 43-1451524 | Other Commissions | $83,446 |
THE VANGUARD GROUP, INC.7 years Service code 13 · EIN 23-1945930 | Contract Administrator | $33,711 |
Service code 99 · EIN 36-4212397 | Other Fees | $6,540 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,418 | $129,227-30.0% | $184,260-50.9% | $77,736+16.3% |
| Participation rate | 83.4% | 87.4%-3.9pp | 86.8%-3.4pp | 70.6%+12.9pp |
| Annual return | 17.44% | 33.24%-15.8pp | 28.84%-11.4pp | 31.26%-13.8pp |
| Employer contribution / active EE | $3,438 | $4,412-22.1% | $6,427-46.5% | $2,728+26.0% |
| Participant deferral / active EE | $21,888 | $7,307+199.6% | $9,133+139.7% | $4,651+370.6% |
| Admin fee / account holder | $292 | $256+14.1% | $13,898-97.9% | $433-32.7% |