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 26 · EIN 71-0294708 | Advisory (Participants) | $29,792 |
LPL FINANCIAL1 year Service code 99 · EIN 04-3046611 | Other Fees | $17,894 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 99 · EIN 43-1451524 | Other Fees | $14,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $105,948 | $84,936+24.7% | $111,308-4.8% | $79,391+33.5% |
| Participation rate | 42.3% | 75.9%-33.5pp | 77.3%-35.0pp | 70.7%-28.4pp |
| Annual return | 11.58% | 17.45%-5.9pp | 54.67%-43.1pp | 116.88%-105.3pp |
| Employer contribution / active EE | $1,916 | $1,979-3.2% | $2,732-29.8% | $2,428-21.1% |
| Participant deferral / active EE | $3,495 | $3,888-10.1% | $4,487-22.1% | $4,046-13.6% |
| Admin fee / account holder | $264 | $537-50.9% | $7,965-96.7% | $627-57.9% |