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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 | $42,909+92.7% | $152,093-45.6% | $71,012+16.5% |
| Participation rate | 39.4% | 54.7%-15.2pp | 77.8%-38.3pp | 58.6%-19.1pp |
| Annual return | 14.75% | 30.57%-15.8pp | 66.36%-51.6pp | 37.67%-22.9pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $1,393 | $1,904-26.8% | $5,451-74.4% | $3,246-57.1% |
| Admin fee / account holder | $16 | $1,014-98.5% | $14,497-99.9% | $1,167-98.7% |