Filed December 30, 1992
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 27 · EIN 43-1451524 | Advisory (Plan) | $36,009 |
Service code 49 · EIN 04-1590850 | Other Services | $10,592 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2466841 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $93,273 | $73,404+27.1% | $87,103+7.1% | $67,582+38.0% |
| Participation rate | 77.9% | 80.9%-2.9pp | 76.9%+1.1pp | 71.3%+6.7pp |
| Annual return | 18.15% | 48.29%-30.1pp | 28.19%-10.0pp | 378.57%-360.4pp |
| Employer contribution / active EE | $331 | $2,014-83.6% | $2,521-86.9% | $2,148-84.6% |
| Participant deferral / active EE | $4,792 | $3,913+22.5% | $4,049+18.4% | $3,539+35.4% |
| Admin fee / account holder | $81 | $142-42.5% | $7,491-98.9% | $142-42.7% |