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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 | $46,464+78.0% | $150,298-45.0% | $79,634+3.8% |
| Participation rate | 39.4% | 57.0%-17.5pp | 77.8%-38.3pp | 62.5%-23.1pp |
| Annual return | 14.75% | 27.89%-13.1pp | 62.79%-48.0pp | 36.46%-21.7pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,393 | $2,157-35.4% | $5,453-74.4% | $3,835-63.7% |
| Admin fee / account holder | $16 | $891-98.2% | $14,116-99.9% | $1,002-98.4% |