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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RET. PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,394 |
ABACUS BENEFIT CONSULTANTS INC8+ years Filed as: ABACUS BENEFIT CONSULTANTS Service code 13 · EIN 05-0460654 55 STAMP FARM ROAD · CRANSTON, RI 02921 | Contract Administrator | $713 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, MD 549147503 | Contract Administrator | $638 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,030 | $51,223-25.8% | $82,763-54.0% | $66,949-43.2% |
| Participation rate | 70.8% | 67.9%+2.9pp | 72.6%-1.7pp | 69.8%+1.0pp |
| Annual return | -16.60% | -9.85%-6.8pp | 702.45%-719.1pp | 1.57%-18.2pp |
| Employer contribution / active EE | $1,886 | $2,611-27.8% | $3,008-37.3% | $2,545-25.9% |
| Participant deferral / active EE | $2,723 | $3,460-21.3% | $4,395-38.0% | $4,239-35.8% |
| Admin fee / account holder | $3 | $415-99.4% | $5,325-100.0% | $594-99.6% |