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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $575 |
Service code 13 55 STAMP FARM ROAD · CRANSTON, RI 029213401 | Contract Administrator | $300 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $75 |
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 | $75,448 | $46,332+62.8% | $143,799-47.5% | $64,819+16.4% |
| Participation rate | 22.5% | 64.2%-41.7pp | 80.3%-57.8pp | 71.5%-49.0pp |
| Annual return | -13.17% | -10.05%-3.1pp | -0.04%-13.1pp | 32.84%-46.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,391 | $2,647-47.5% | $5,638-75.3% | $4,311-67.7% |
| Admin fee / account holder | $8 | $154-94.5% | $14,677-99.9% | $188-95.5% |