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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $800 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,697 | $38,165+116.7% | $189,758-56.4% | $69,255+19.4% |
| Participation rate | 39.4% | 66.7%-27.3pp | 79.8%-40.4pp | 69.0%-29.6pp |
| Annual return | 14.75% | 14.65%+0.1pp | 52.62%-37.9pp | 26.73%-12.0pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $4,767-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $1,393 | $2,073-32.8% | $5,856-76.2% | $2,890-51.8% |
| Admin fee / account holder | $16 | $714-97.8% | $20,388-99.9% | $733-97.9% |