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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 28 · EIN 43-1451524 | Investment Management | $42,000 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $20,488 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $239,661 | $65,582+265.4% | $64,097+273.9% | $71,529+235.1% |
| Participation rate | 95.5% | 73.2%+22.3pp | 72.3%+23.2pp | 67.9%+27.6pp |
| Annual return | 14.40% | 18.96%-4.6pp | 33.75%-19.3pp | 28.97%-14.6pp |
| Employer contribution / active EE | $8,825 | $2,671+230.5% | $2,750+220.9% | $2,590+240.8% |
| Participant deferral / active EE | $7,344 | $3,628+102.4% | $3,881+89.2% | $4,291+71.1% |
| Admin fee / account holder | $324 | $616-47.5% | $3,070-89.5% | $1,588-79.6% |