Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $79,003-12.1% | $100,398-30.8% | $74,400-6.6% |
| Participation rate | 97.8% | 79.5%+18.3pp | 81.5%+16.3pp | 67.2%+30.5pp |
| Annual return | 42.56% | 20.62%+21.9pp | 49.32%-6.8pp | 1367.51%-1325.0pp |
| Employer contribution / active EE | $2,886 | $3,015-4.3% | $3,946-26.9% | $2,624+10.0% |
| Participant deferral / active EE | $9,768 | $7,752+26.0% | $8,084+20.8% | $4,348+124.6% |
| Admin fee / account holder | $210 | $1,331-84.3% | $7,893-97.3% | $1,944-89.2% |