Filed June 8, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 16 · EIN 43-1451524 | Consulting | $20,493 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $14,037 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,789 | $75,183-21.8% | $123,892-52.5% | $55,167+6.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 7.06% | 19.01%-11.9pp | 47.52%-40.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $3,779 | $2,823+33.8% | $4,617-18.2% | $1,963+92.5% |
| Participant deferral / active EE | $5,676 | $5,084+11.6% | $5,984-5.1% | $3,054+85.8% |
| Admin fee / account holder | $153 | $663-76.8% | $8,357-98.2% | $504-69.5% |