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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $24,488 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,757 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,435 | $106,749-6.9% | $145,433-31.6% | $82,448+20.6% |
| Participation rate | 84.7% | 75.6%+9.1pp | 82.1%+2.6pp | 68.1%+16.7pp |
| Annual return | 21.87% | 27.59%-5.7pp | 66.58%-44.7pp | 41.64%-19.8pp |
| Employer contribution / active EE | $7,054 | $3,444+104.8% | $4,554+54.9% | $2,551+176.5% |
| Participant deferral / active EE | $14,511 | $6,519+122.6% | $7,897+83.7% | $4,139+250.6% |
| Admin fee / account holder | $228 | $8,390-97.3% | $13,129-98.3% | $7,234-96.8% |