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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,814 |
Filed as: RESOURCES INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $15,599 |
JONES & ROTH, PC4 years Filed as: JONES & ROTH P.C. Service code 10 · EIN 93-0819646 | Accounting | $9,700 |
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 | $27,845 | $54,590-49.0% | $81,726-65.9% | $73,497-62.1% |
| Participation rate | 77.9% | 68.3%+9.6pp | 72.0%+5.9pp | 70.7%+7.2pp |
| Annual return | 12.79% | 17.74%-4.9pp | 29.49%-16.7pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,059 | $1,636-35.3% | $4,311-75.4% | $2,270-53.3% |
| Participant deferral / active EE | $1,675 | $2,759-39.3% | $7,108-76.4% | $3,740-55.2% |
| Admin fee / account holder | $56 | $592-90.6% | $5,160-98.9% | $513-89.2% |