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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT RESOURCES INVESTMENT GRP Service code 26 · EIN 04-3464764 | Advisory (Participants) | $16,855 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $1,333,759 | $121,341+999.2% | $189,537+603.7% | $79,391+1580.0% |
| Participation rate | 1.9% | 86.1%-84.2pp | 87.8%-85.9pp | 70.7%-68.8pp |
| Annual return | 0.00% | 21.08%-21.1pp | 555.34%-555.3pp | 116.88%-116.9pp |
| Employer contribution / active EE | $20,294 | $3,915+418.4% | $6,161+229.4% | $2,428+735.9% |
| Participant deferral / active EE | $12,318 | $6,395+92.6% | $8,220+49.9% | $4,046+204.5% |
| Admin fee / account holder | $1,600 | $651+145.7% | $12,048-86.7% | $627+155.4% |