Filed August 8, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $98,020 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $30,596 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,715 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,918 | $99,168-56.7% | $96,534-55.5% | $74,460-42.4% |
| Participation rate | 93.2% | 80.7%+12.5pp | 76.0%+17.2pp | 70.7%+22.5pp |
| Annual return | 19.90% | 22.40%-2.5pp | 25.88%-6.0pp | 34.38%-14.5pp |
| Employer contribution / active EE | $1,566 | $2,570-39.0% | $2,965-47.2% | $2,638-40.6% |
| Participant deferral / active EE | $4,834 | $4,936-2.1% | $4,851-0.4% | $4,530+6.7% |
| Admin fee / account holder | $149 | $225-33.6% | $8,253-98.2% | $348-57.1% |