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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RECOURCES INVESTMENT ADVISORS LLC Service code 28 · EIN 43-1451524 | Investment Management | $37,801 |
Filed as: EMPOWER ANNUITY INS COMPANY OF AMER Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $16,911 |
WATKINS ROSS1 year Filed as: WATKINS ROSS CO Service code 13 · EIN 38-1477362 | Contract Administrator | $6,181 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,165 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $0 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,152 | $65,557+66.5% | $64,056+70.4% | $71,457+52.8% |
| Participation rate | 67.9% | 73.2%-5.2pp | 72.3%-4.4pp | 67.9%0pp |
| Annual return | 16.04% | 18.94%-2.9pp | 33.69%-17.6pp | 28.85%-12.8pp |
| Employer contribution / active EE | $3,376 | $2,669+26.5% | $2,747+22.9% | $2,588+30.5% |
| Participant deferral / active EE | $3,343 | $3,626-7.8% | $3,880-13.8% | $4,289-22.1% |
| Admin fee / account holder | $239 | $616-61.1% | $3,068-92.2% | $1,587-84.9% |