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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $22,583 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,527 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,220 | $99,957-42.8% | $149,715-61.8% | $73,493-22.1% |
| Participation rate | 77.6% | 75.7%+1.9pp | 82.5%-4.9pp | 70.7%+6.9pp |
| Annual return | 48.70% | 53.87%-5.2pp | 276.66%-228.0pp | 28.51%+20.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $13,371 | $6,073+120.2% | $6,842+95.4% | $3,740+257.5% |
| Admin fee / account holder | $179 | $551-67.6% | $9,310-98.1% | $513-65.2% |