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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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $23,517 |
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 | $174,612 | $71,802+143.2% | $133,975+30.3% | $57,658+202.8% |
| Participation rate | 85.1% | 85.5%-0.3pp | 87.1%-1.9pp | 70.2%+14.9pp |
| Annual return | 12.54% | 13.51%-1.0pp | 29.29%-16.8pp | 5.13%+7.4pp |
| Employer contribution / active EE | $11,000 | $3,161+247.9% | $5,211+111.1% | $1,974+457.3% |
| Participant deferral / active EE | $9,495 | $4,606+106.2% | $6,282+51.2% | $3,061+210.3% |
| Admin fee / account holder | $260 | $88+196.8% | $9,324-97.2% | $95+175.3% |