Filed August 8, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $111,504 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $29,769 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,022 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,647 | $89,123-44.3% | $102,460-51.5% | $77,762-36.2% |
| Participation rate | 91.5% | 80.9%+10.6pp | 76.5%+15.0pp | 70.6%+20.9pp |
| Annual return | 13.70% | 25.05%-11.3pp | 29.47%-15.8pp | 31.27%-17.6pp |
| Employer contribution / active EE | $1,816 | $2,700-32.7% | $3,025-40.0% | $2,728-33.4% |
| Participant deferral / active EE | $5,181 | $5,148+0.6% | $5,056+2.5% | $4,651+11.4% |
| Admin fee / account holder | $180 | $236-23.7% | $9,460-98.1% | $433-58.4% |