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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, MD 549147503 | Contract Administrator | $8,495 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $5,251 |
Service code 99 5 CONCOURSE PKWY · ATLANTA, GA 30328 | Other Fees | $2,545 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RET. PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,124 |
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 | $42,981 | $58,312-26.3% | $86,656-50.4% | $71,529-39.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 16.32% | 24.08%-7.8pp | 593.09%-576.8pp | 28.97%-12.6pp |
| Employer contribution / active EE | $2,659 | $2,576+3.2% | $3,025-12.1% | $2,590+2.7% |
| Participant deferral / active EE | $4,078 | $3,439+18.6% | $4,439-8.1% | $4,291-5.0% |
| Admin fee / account holder | $12 | $1,057-98.8% | $5,619-99.8% | $1,588-99.2% |