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| Provider | Service type | Compensation |
|---|---|---|
VILLAGE COPIER1 year Filed as: VILLAGE AT MANOR PARK INC DBA VMP Service code 99 3023 S 84TH ST · WEST ALLIS, WI 53227 | Other Fees | $8,400 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,956 | $47,163-42.8% | $149,696-82.0% | $74,460-63.8% |
| Participation rate | 41.5% | 63.4%-21.9pp | 78.8%-37.2pp | 70.7%-29.2pp |
| Annual return | 19.55% | 22.75%-3.2pp | 134.46%-114.9pp | 34.38%-14.8pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,336 | $2,730-51.1% | $5,682-76.5% | $4,530-70.5% |
| Admin fee / account holder | $41 | $343-88.2% | $13,212-99.7% | $348-88.3% |