Filed February 18, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS INC. Service code 16 · EIN 43-1451524 | Consulting | $56,437 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS INC. Service code 27 · EIN 23-2811930 | Advisory (Plan) | $17,485 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-2186884 | Recordkeeping | $15,821 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,840 | $221,442+65.7% | $92,233+297.7% | $77,958+370.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 31.41% | 15.65%+15.8pp | 176.28%-144.9pp | 20.87%+10.5pp |
| Employer contribution / active EE | $10,803 | $3,226+234.9% | $3,679+193.6% | $2,310+367.6% |
| Participant deferral / active EE | $4,195 | $2,779+50.9% | $3,897+7.6% | $3,537+18.6% |
| Admin fee / account holder | $10 | $210-95.5% | $5,194-99.8% | $97-90.2% |