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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $21,564 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,185 |
MORNINGSTAR2 years Filed as: MORNINGSTAR RETIREMENT MANAGER Service code 26 22 W WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,028 | $102,385-26.7% | $147,080-49.0% | $80,935-7.3% |
| Participation rate | 86.1% | 75.9%+10.2pp | 82.2%+3.9pp | 67.7%+18.4pp |
| Annual return | 14.59% | 135.09%-120.5pp | 420.17%-405.6pp | 35.66%-21.1pp |
| Employer contribution / active EE | $7,459 | $3,717+100.7% | $4,933+51.2% | $2,757+170.6% |
| Participant deferral / active EE | $15,396 | $6,651+131.5% | $8,066+90.9% | $4,299+258.1% |
| Admin fee / account holder | $190 | $7,951-97.6% | $12,989-98.5% | $6,924-97.3% |