See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
ARBOR PRIVATE WEALTH4 years Service code 27 · EIN 87-2908526 | Advisory (Plan) | $53,944 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,510 |
MAP RETIREMENT, INC.3 years Filed as: MAP RETIREMENT INC. Service code 37 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Loan Processing | $6,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,043 | $119,446-20.4% | $150,045-36.7% | $85,563+11.1% |
| Participation rate | 62.9% | 75.4%-12.5pp | 82.3%-19.4pp | 66.0%-3.1pp |
| Annual return | 21.63% | 23.72%-2.1pp | 62.55%-40.9pp | 31.51%-9.9pp |
| Employer contribution / active EE | $3,011 | $4,078-26.2% | $4,693-35.8% | $2,654+13.5% |
| Participant deferral / active EE | $10,318 | $7,985+29.2% | $7,997+29.0% | $4,375+135.8% |
| Admin fee / account holder | $210 | $548-61.6% | $13,435-98.4% | $834-74.8% |