Filed January 15, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS INC. Service code 99 | Other Fees | $8,265 |
Service code 99 | Other Fees | $8,039 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 99 PO BOX 55757 · BOSTON, MA 02205 | Other Fees | $2,379 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $0 |
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.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,654 | $79,151-85.3% | $60,906-80.9% | $64,819-82.0% |
| Participation rate | 97.2% | 77.7%+19.5pp | 73.1%+24.1pp | 71.5%+25.7pp |
| Annual return | -17.36% | -7.12%-10.2pp | 16.94%-34.3pp | 32.84%-50.2pp |
| Employer contribution / active EE | $1,891 | $3,052-38.1% | $2,703-30.1% | $2,507-24.6% |
| Participant deferral / active EE | $1,412 | $3,727-62.1% | $3,814-63.0% | $4,311-67.3% |
| Admin fee / account holder | $123 | $106+16.4% | $3,227-96.2% | $188-34.5% |