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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 | $101,653+16.3% | $147,080-19.6% | $74,459+58.7% |
| Participation rate | 91.6% | 75.6%+16.0pp | 82.2%+9.4pp | 67.2%+24.4pp |
| Annual return | 14.37% | 8754.98%-8740.6pp | 420.17%-405.8pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $3,499 | $3,813-8.2% | $4,933-29.1% | $2,626+33.2% |
| Participant deferral / active EE | $18,536 | $7,304+153.8% | $8,066+129.8% | $4,350+326.2% |
| Admin fee / account holder | $556 | $1,752-68.3% | $12,989-95.7% | $1,945-71.4% |