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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT RESOURCES INVESTMENT GRP Service code 26 · EIN 04-3464764 | Advisory (Participants) | $70,000 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $21,357 |
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 | $167,964 | $68,413+145.5% | $123,105+36.4% | $55,191+204.3% |
| Participation rate | 84.8% | 84.5%+0.2pp | 86.8%-2.0pp | 69.2%+15.6pp |
| Annual return | -0.35% | 6.30%-6.6pp | 13.22%-13.6pp | 10.78%-11.1pp |
| Employer contribution / active EE | $14,638 | $3,050+379.9% | $5,151+184.2% | $1,899+671.0% |
| Participant deferral / active EE | $8,551 | $4,490+90.4% | $6,229+37.3% | $3,046+180.7% |
| Admin fee / account holder | $297 | $88+238.6% | $9,014-96.7% | $91+227.6% |