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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $35,186 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,815 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,287 | $69,511-13.3% | $94,664-36.3% | $71,511-15.7% |
| Participation rate | 97.1% | 78.4%+18.7pp | 80.8%+16.3pp | 67.9%+29.2pp |
| Annual return | 28.15% | 29.67%-1.5pp | 156.84%-128.7pp | 28.86%-0.7pp |
| Employer contribution / active EE | $2,729 | $2,853-4.4% | $3,673-25.7% | $2,589+5.4% |
| Participant deferral / active EE | $10,657 | $7,348+45.0% | $7,417+43.7% | $4,291+148.4% |
| Admin fee / account holder | $175 | $1,211-85.6% | $7,222-97.6% | $1,588-89.0% |