Plan Ledger DOL Form 5500 · updated monthly

Roi Revolution, Inc401(k)

ROI REVOLUTION, INC 401(K) PLAN · RALEIGH, NC · plan year 2025

Reported admin expense ratio · 2025
0.45%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Roi Revolution, Inc reported $55,127 in plan administrative expenses for 2025: 0.45% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,259 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 4 years on file its reported administrative ratio has held roughly steady near 0.445%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 938th-largest of 2,005 plans among North Carolina employers on file, and 6,909th of 11,654 in professional & technical services. In 2025, employees put in $3.46 for every $1.00 the employer contributed; active participation has shrunk from 113 to 84 since 2022.

Plan summary
Net assets, end of year$13,691,755
Participants with balances143
Active participants84
Employer contributions$273,759
Employee contributions$947,753
Employer contribution per active participant$3,259
Average account balance$95,747
Benefits paid to participants$758,532
Plan auditUnmodified (clean) audit opinion
AuditorTHOMAS JUDY & TUCKER
Plan history4
Yearassets · accounts · employer contribution
2025$13.7M · 143 accts · $274K emplr
2024$11.1M · 145 accts · $247K emplr
2023$10.2M · 178 accts · $309K emplr
2022$7.7M · 178 accts · $304K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$12,841
Investment management$29,786
Audit (IQPA)$12,500
Total administrative$55,127
The Roi Revolution, Inc 401(k) match · 2025
Employer contribution per active participant$3,259
Median for plans this size$2,666
2025$3,259 per active participant
2024$2,687 per active participant
2023$2,839 per active participant
2022$2,686 per active participant

Roi Revolution, Inc's 2025 employer contribution ran above the $2,666 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
CETERA INVESTMENT ADVISERS LLC · Recordkeeping · Trustee$29,786
ADP, INC. · Recordkeeping · Loan processing$12,841
THOMAS, JUDY & TUCKER · Recordkeeping$12,500
ADP BROKER-DEALER · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025ADP, CETERA INVESTMENT ADVISERS LLC, THOMAS, JUDY & TUCKER
2024ADP, CETERA INVESTMENT ADVISERS LLC, FIRST ALLIED ADVISORY SERVICES, INC, THOMAS, JUDY & TUCKER
2023ADP, FIRST ALLIED ADVISORY SERVICES, INC, THOMAS, JUDY & TUCKER

This plan has changed recordkeepers within these filings. If you left Roi Revolution, Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$55,127 · 0.45%
2024$46,355 · 0.44%
2023$40,014 · 0.45%
2022$37,486 · 0.45%
Same employer
Similar plansProfessional & Technical Services · North Carolina
G1 Therapeutics, Inc NC$14.0M · 0.04%
Nu North America, Inc. NC$13.9M · 0.26%
Teall Capital Partners LLC NC$13.1M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261645011 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.