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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $9,405 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $2,880 |
ALLSPRING1 year Service code 52 · EIN 47-6419204 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 06-1194217 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNITY INSURANCE Service code 60 | Sub-TA Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
OPPENHEIMER5 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,374 | $62,723+56.8% | $142,898-31.2% | $86,821+13.3% |
| Participation rate | 63.1% | 62.6%+0.6pp | 72.0%-8.8pp | 72.3%-9.2pp |
| Annual return | 13.35% | 17.62%-4.3pp | 5639.64%-5626.3pp | 97.94%-84.6pp |
| Employer contribution / active EE | $2,422 | $1,627+48.9% | $4,146-41.6% | $2,406+0.6% |
| Participant deferral / active EE | $2,709 | $3,039-10.9% | $3,838-29.4% | $4,132-34.4% |
| Admin fee / account holder | $65 | $140-53.6% | $6,560-99.0% | $170-61.9% |