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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 28 · EIN 43-1451524 | Investment Management | $49,326 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $42,627 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,184 | $101,539+16.4% | $147,041-19.6% | $74,400+58.9% |
| Participation rate | 91.6% | 75.5%+16.1pp | 82.2%+9.4pp | 67.2%+24.4pp |
| Annual return | 14.37% | 8740.84%-8726.5pp | 419.21%-404.8pp | 1367.51%-1353.1pp |
| Employer contribution / active EE | $3,499 | $3,811-8.2% | $4,935-29.1% | $2,624+33.3% |
| Participant deferral / active EE | $18,536 | $7,304+153.8% | $8,071+129.7% | $4,348+326.3% |
| Admin fee / account holder | $556 | $1,749-68.2% | $13,006-95.7% | $1,944-71.4% |