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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 | $36,002+129.7% | $161,489-48.8% | $64,728+27.8% |
| Participation rate | 39.4% | 57.4%-18.0pp | 78.7%-39.3pp | 57.9%-18.5pp |
| Annual return | 14.75% | 33.93%-19.2pp | 89.72%-75.0pp | 49.38%-34.6pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $1,393 | $1,815-23.2% | $5,630-75.3% | $2,729-49.0% |
| Admin fee / account holder | $16 | $931-98.3% | $16,006-99.9% | $1,145-98.6% |