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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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $25,602 |
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 | $214,646 | $81,537+163.2% | $149,721+43.4% | $69,631+208.3% |
| Participation rate | 85.2% | 86.1%-1.0pp | 87.1%-1.9pp | 70.7%+14.5pp |
| Annual return | 21.22% | 22.79%-1.6pp | 1501.67%-1480.5pp | 27571.02%-27549.8pp |
| Employer contribution / active EE | $12,432 | $3,239+283.8% | $5,444+128.3% | $2,032+511.7% |
| Participant deferral / active EE | $10,840 | $4,994+117.1% | $6,568+65.0% | $3,224+236.3% |
| Admin fee / account holder | $247 | $107+130.8% | $11,282-97.8% | $110+123.3% |