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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $79,471 |
Filed as: RESOURCES INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $31,038 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,708 | $79,438+23.0% | $106,555-8.3% | $79,391+23.1% |
| Participation rate | 84.2% | 74.2%+10.0pp | 76.1%+8.0pp | 70.7%+13.5pp |
| Annual return | 10.06% | 18.27%-8.2pp | 26.80%-16.7pp | 116.88%-106.8pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,819-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,927 | $3,824-49.6% | $4,399-56.2% | $4,046-52.4% |
| Admin fee / account holder | $8 | $523-98.5% | $7,408-99.9% | $627-98.7% |