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 | $89,067-44.3% | $102,423-51.5% | $77,714-36.1% |
| Participation rate | 91.5% | 80.9%+10.6pp | 76.5%+15.0pp | 70.6%+20.9pp |
| Annual return | 13.70% | 25.01%-11.3pp | 29.42%-15.7pp | 31.26%-17.6pp |
| Employer contribution / active EE | $1,816 | $2,699-32.7% | $3,023-39.9% | $2,727-33.4% |
| Participant deferral / active EE | $5,181 | $5,147+0.7% | $5,054+2.5% | $4,649+11.4% |
| Admin fee / account holder | $180 | $236-23.7% | $9,455-98.1% | $433-58.5% |