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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W1680 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $25,300 |
GOLDSTEIN ADVISORS LLC1 year Service code 27 2501 PARMENTER ST · MIDDLETON, WI 53562 | Advisory (Plan) | $13,774 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $6,852 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 | Investment Management | $710 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,114 | $45,123+31.0% | $85,240-30.6% | $74,478-20.6% |
| Participation rate | 85.7% | 49.4%+36.4pp | 67.5%+18.2pp | 67.2%+18.5pp |
| Annual return | 13.79% | 26.32%-12.5pp | 66.75%-53.0pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $3,132 | $1,459+114.7% | $2,735+14.5% | $2,626+19.3% |
| Participant deferral / active EE | $4,495 | $2,736+64.3% | $4,527-0.7% | $4,350+3.3% |
| Admin fee / account holder | $160 | $2,215-92.8% | $6,165-97.4% | $1,946-91.8% |