Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $1,200 |
AMERICAN FUNDS6 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.
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 | $65,794 | $50,812+29.5% | $155,602-57.7% | $77,692-15.3% |
| Participation rate | 42.0% | 63.1%-21.1pp | 78.2%-36.2pp | 70.6%-28.6pp |
| Annual return | 15.83% | 34.85%-19.0pp | 64.81%-49.0pp | 31.25%-15.4pp |
| Employer contribution / active EE | $0 | $1,989-100.0% | $4,675-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,178 | $2,822-58.3% | $5,629-79.1% | $4,648-74.7% |
| Admin fee / account holder | $14 | $436-96.8% | $15,923-99.9% | $431-96.8% |