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| Provider | Service type | Compensation |
|---|---|---|
MAP TO YOUR WEALTH LLC1 year Service code 26 · EIN 83-1039224 | Advisory (Participants) | $9,308 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,257 | $55,470-77.9% | $155,556-92.1% | $74,478-83.5% |
| Participation rate | 91.1% | 61.9%+29.2pp | 78.2%+12.9pp | 67.2%+23.9pp |
| Annual return | 11.54% | 269.80%-258.3pp | 64.84%-53.3pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $1,147 | $2,267-49.4% | $4,675-75.5% | $2,626-56.3% |
| Participant deferral / active EE | $2,367 | $2,838-16.6% | $5,631-58.0% | $4,350-45.6% |
| Admin fee / account holder | $64 | $1,744-96.3% | $15,885-99.6% | $1,946-96.7% |