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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $52,312 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,290 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,479 | $79,169-12.2% | $100,415-30.8% | $74,478-6.7% |
| Participation rate | 97.8% | 79.4%+18.4pp | 81.5%+16.2pp | 67.2%+30.5pp |
| Annual return | 42.56% | 20.51%+22.0pp | 49.47%-6.9pp | 1370.56%-1328.0pp |
| Employer contribution / active EE | $2,886 | $3,017-4.3% | $3,943-26.8% | $2,626+9.9% |
| Participant deferral / active EE | $9,768 | $7,751+26.0% | $8,091+20.7% | $4,350+124.5% |
| Admin fee / account holder | $210 | $1,337-84.3% | $7,906-97.3% | $1,946-89.2% |