Filed March 24, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 16 · EIN 43-1451524 | Consulting | $18,000 |
COCHRAN HEAD VICK & CO., P.C.1+ years Filed as: COCHRAN HEAD VICK & CO., P.C Service code 16 · EIN 48-1028532 | Consulting | $7,000 |
BUKATY COMPANIES O'RENICK WEALTH1+ years Filed as: BUKATY COMPANIES FINANCIAL SERVICE Service code 16 · EIN 43-1451524 | Consulting | $5,934 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $464 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,752 | $62,324-4.1% | $68,509-12.8% | $55,191+8.3% |
| Participation rate | 87.5% | 78.9%+8.7pp | 74.7%+12.8pp | 69.2%+18.4pp |
| Annual return | -0.33% | 4.26%-4.6pp | 8.27%-8.6pp | 10.78%-11.1pp |
| Employer contribution / active EE | $4,631 | $2,223+108.3% | $2,278+103.3% | $1,899+143.9% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $3,382-100.0% | $3,046-100.0% |
| Admin fee / account holder | $66 | $91-27.5% | $5,275-98.7% | $91-27.0% |