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 | $85,640 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $23,069 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,894 |
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 | $39,505 | $72,303-45.4% | $86,698-54.4% | $64,819-39.1% |
| Participation rate | 94.8% | 80.4%+14.4pp | 76.6%+18.2pp | 71.5%+23.3pp |
| Annual return | -17.39% | 392.77%-410.2pp | 35.95%-53.3pp | 32.84%-50.2pp |
| Employer contribution / active EE | $1,507 | $2,393-37.0% | $2,837-46.9% | $2,507-39.9% |
| Participant deferral / active EE | $4,600 | $4,660-1.3% | $4,656-1.2% | $4,311+6.7% |
| Admin fee / account holder | $137 | $174-21.1% | $7,493-98.2% | $188-26.9% |