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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $89,810 |
Filed as: RESOURCES INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $31,055 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,590 | $84,499+8.4% | $125,391-27.0% | $66,949+36.8% |
| Participation rate | 97.2% | 76.4%+20.8pp | 82.4%+14.8pp | 69.8%+27.4pp |
| Annual return | -14.81% | -8.49%-6.3pp | 572.41%-587.2pp | 1.57%-16.4pp |
| Employer contribution / active EE | $3,039 | $3,554-14.5% | $4,816-36.9% | $2,545+19.4% |
| Participant deferral / active EE | $3,411 | $6,785-49.7% | $7,448-54.2% | $4,239-19.5% |
| Admin fee / account holder | $6 | $685-99.1% | $10,009-99.9% | $594-99.0% |