Filed June 27, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 28 · EIN 43-1451524 | Investment Management | $30,000 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL - RPCP Service code 28 · EIN 04-3046611 | Investment Management | $10,000 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $110 |
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 | $91,562 | $92,091-0.6% | $63,003+45.3% | $77,958+17.5% |
| Participation rate | 96.7% | 74.5%+22.2pp | 74.8%+21.9pp | 71.6%+25.1pp |
| Annual return | 13.52% | 16.23%-2.7pp | 87.59%-74.1pp | 20.87%-7.3pp |
| Employer contribution / active EE | $3,448 | $3,424+0.7% | $2,760+24.9% | $2,310+49.2% |
| Participant deferral / active EE | $3,020 | $3,361-10.2% | $3,329-9.3% | $3,537-14.6% |
| Admin fee / account holder | $149 | $48+210.6% | $3,600-95.9% | $97+52.9% |