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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $42,181 |
MCAFEE & TAFT1 year Service code 29 10TH FLOOR, TWO LEADERSHIP SQUARE · OKLAHOMA, OK 73102 | Legal | $28,436 |
Service code 10 · EIN 20-8739519 4500 MAIN ST., SUITE C · BAYTOWN, TX 77521 | Accounting | $16,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,132 | $66,650-8.3% | $92,915-34.2% | $67,582-9.5% |
| Participation rate | 99.0% | 72.5%+26.5pp | 76.0%+23.0pp | 71.3%+27.7pp |
| Annual return | 21.75% | 92.64%-70.9pp | 109.45%-87.7pp | 378.57%-356.8pp |
| Employer contribution / active EE | $1,019 | $2,777-63.3% | $3,653-72.1% | $2,148-52.6% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $291 | $199+46.1% | $5,796-95.0% | $142+104.4% |