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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $50,000 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $10,416 |
Service code 15 · EIN 46-2919997 | Recordkeeping | $5,300 |
ALLSPRING1 year Service code 52 · EIN 47-6419204 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 22-2725700 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 45-3036428 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,977 | $61,172+218.7% | $185,851+4.9% | $79,389+145.6% |
| Participation rate | 99.6% | 66.6%+33.0pp | 81.7%+17.9pp | 70.7%+28.9pp |
| Annual return | 12.92% | 19.45%-6.5pp | 122.11%-109.2pp | 116.89%-104.0pp |
| Employer contribution / active EE | $4,834 | $2,321+108.3% | $5,168-6.5% | $2,428+99.1% |
| Participant deferral / active EE | $6,424 | $2,788+130.4% | $5,569+15.4% | $4,046+58.8% |
| Admin fee / account holder | $224 | $710-68.5% | $16,245-98.6% | $626-64.3% |