Filed January 15, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS INC. Service code 99 | Other Fees | $10,653 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 PO BOX 55757 · BOSTON, MA 02205 | Other Services | $1,105 |
GOLDLEAF PARTNERS2 years Service code 49 PO BOX 55757 · BOSTON, MA 02205 | Other Services | $575 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 99 · EIN 43-1451524 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,392 | $65,322-82.6% | $70,476-83.8% | $73,493-84.5% |
| Participation rate | 99.1% | 77.0%+22.2pp | 75.1%+24.1pp | 70.7%+28.4pp |
| Annual return | 23.44% | 15.71%+7.7pp | 109.12%-85.7pp | 28.51%-5.1pp |
| Employer contribution / active EE | $1,913 | $2,460-22.2% | $2,738-30.1% | $2,270-15.7% |
| Participant deferral / active EE | $1,247 | $3,375-63.0% | $3,710-66.4% | $3,740-66.7% |
| Admin fee / account holder | $60 | $214-71.8% | $3,847-98.4% | $513-88.2% |