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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $68,524 |
Filed as: RESOURCES INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $26,918 |
Employer contribution per participant 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 | $78,743 | $72,639+8.4% | $90,766-13.2% | $66,949+17.6% |
| Participation rate | 86.7% | 73.7%+13.0pp | 75.7%+11.0pp | 69.8%+16.8pp |
| Annual return | -14.63% | -12.28%-2.3pp | -12.16%-2.5pp | 1.57%-16.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,041 | $3,979-48.7% | $4,565-55.3% | $4,239-51.9% |
| Admin fee / account holder | $7 | $708-99.0% | $8,446-99.9% | $594-98.8% |