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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $5,879 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,815 | $99,957-58.2% | $149,696-72.1% | $73,488-43.1% |
| Participation rate | 80.0% | 75.7%+4.3pp | 82.5%-2.5pp | 70.7%+9.3pp |
| Annual return | 15.98% | 53.87%-37.9pp | 276.60%-260.6pp | 28.51%-12.5pp |
| Employer contribution / active EE | $286 | $3,191-91.0% | $4,644-93.8% | $2,270-87.4% |
| Participant deferral / active EE | $4,237 | $6,073-30.2% | $6,842-38.1% | $3,740+13.3% |
| Admin fee / account holder | $50 | $551-91.0% | $9,309-99.5% | $513-90.3% |