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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $1,200 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,002 | $47,163+35.7% | $149,696-57.2% | $74,460-14.0% |
| Participation rate | 23.4% | 63.4%-40.1pp | 78.8%-55.4pp | 70.7%-47.4pp |
| Annual return | 10.63% | 22.75%-12.1pp | 134.46%-123.8pp | 34.38%-23.7pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,089 | $2,730-60.1% | $5,682-80.8% | $4,530-76.0% |
| Admin fee / account holder | $8 | $343-97.7% | $13,212-99.9% | $348-97.8% |