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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT RESOURCES INVESTMENT GRP Service code 26 · EIN 04-3464764 | Advisory (Participants) | $33,833 |
ASCENSUS LLC7+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,567 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $423,936 | $121,341+249.4% | $189,537+123.7% | $79,391+434.0% |
| Participation rate | 96.9% | 86.1%+10.8pp | 87.8%+9.1pp | 70.7%+26.2pp |
| Annual return | 5.60% | 21.08%-15.5pp | 555.34%-549.7pp | 116.88%-111.3pp |
| Employer contribution / active EE | $19,041 | $3,915+386.4% | $6,161+209.1% | $2,428+684.3% |
| Participant deferral / active EE | $11,797 | $6,395+84.5% | $8,220+43.5% | $4,046+191.6% |
| Admin fee / account holder | $182 | $651-72.1% | $12,048-98.5% | $627-70.9% |