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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GWLA Service code 15 · EIN 84-0467907 | Recordkeeping | $42,033 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 50 · EIN 43-1451524 | Direct Payment | $21,581 |
Filed as: GWLA. Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,309 | $84,936-33.7% | $111,303-49.4% | $79,393-29.1% |
| Participation rate | 83.3% | 75.9%+7.5pp | 77.3%+6.0pp | 70.7%+12.6pp |
| Annual return | 9.37% | 17.45%-8.1pp | 54.66%-45.3pp | 116.87%-107.5pp |
| Employer contribution / active EE | $436 | $1,979-78.0% | $2,731-84.1% | $2,428-82.1% |
| Participant deferral / active EE | $3,777 | $3,888-2.9% | $4,487-15.8% | $4,046-6.6% |
| Admin fee / account holder | $338 | $537-37.0% | $7,966-95.8% | $627-46.0% |