Filed November 15, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $14,275 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,271 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,920 | $40,385-50.7% | $80,569-75.3% | $74,419-73.2% |
| Participation rate | 7.7% | 47.4%-39.8pp | 67.0%-59.3pp | 70.7%-63.1pp |
| Annual return | 17.31% | 164.85%-147.5pp | 935.43%-918.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $120 | $1,496-91.9% | $2,723-95.6% | $2,637-95.4% |
| Participant deferral / active EE | $505 | $2,674-81.1% | $4,447-88.6% | $4,528-88.8% |
| Admin fee / account holder | $190 | $720-73.7% | $5,377-96.5% | $348-45.5% |