Filed December 6, 2005
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $33,333 |
Filed as: FIRST HEARTLAND CONSULTANTS INC. Service code 27 | Advisory (Plan) | $13,899 |
Service code 49 · EIN 04-1590850 | Other Services | $8,964 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 | Advisory (Plan) | $4,592 |
AFSI (316)1 year Service code 50 · EIN 25-1759623 | Direct Payment | $1,340 |
AB FUNDS1 year Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
ABA FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
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 | $142,284 | $47,977+196.6% | $154,108-7.7% | $56,289+152.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -2.04% | 3.54%-5.6pp | 735.21%-737.2pp | -9.96%+7.9pp |
| Employer contribution / active EE | $4,442 | $2,169+104.8% | $5,298-16.1% | $2,111+110.4% |
| Participant deferral / active EE | $5,622 | $2,392+135.1% | $5,081+10.7% | $3,350+67.8% |
| Admin fee / account holder | $34 | $438-92.3% | $13,411-99.7% | $521-93.5% |