Filed July 24, 2012 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 16 · EIN 43-1451524 | Consulting | $80,000 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,754 |
Service code 10 · EIN 52-1743645 | Accounting | $18,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$197,414 |
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 | $71,913 | $45,000+59.8% | $143,801-50.0% | $77,906-7.7% |
| Participation rate | 98.8% | 66.8%+32.0pp | 80.3%+18.5pp | 73.7%+25.1pp |
| Annual return | -17.33% | 29.03%-46.4pp | -0.04%-17.3pp | 12.16%-29.5pp |
| Employer contribution / active EE | $3,601 | $1,870+92.6% | $4,952-27.3% | $2,846+26.5% |
| Participant deferral / active EE | $6,048 | $3,157+91.6% | $5,639+7.3% | $4,805+25.9% |
| Admin fee / account holder | -$8 | $98-107.7% | $14,680-100.1% | $133-105.7% |