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 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,114 | $44,984+31.4% | $85,009-30.5% | $74,546-20.7% |
| Participation rate | 85.7% | 49.4%+36.3pp | 67.5%+18.2pp | 67.2%+18.5pp |
| Annual return | 13.79% | 26.25%-12.5pp | 66.47%-52.7pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $3,132 | $1,458+114.8% | $2,728+14.8% | $2,624+19.4% |
| Participant deferral / active EE | $4,495 | $2,733+64.5% | $4,522-0.6% | $4,347+3.4% |
| Admin fee / account holder | $160 | $2,208-92.8% | $6,153-97.4% | $1,944-91.8% |