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| Provider | Service type | Compensation |
|---|---|---|
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT Service code 13 · EIN 39-1884254 W1680 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $7,262 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSU CO. Service code 13 · EIN 42-0127290 1295 STALE STREET · SPRINGFIELD, MA 011110001 | Contract Administrator | $4,128 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $3,741 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,975 | $47,977-62.5% | $154,108-88.3% | $56,289-68.1% |
| Participation rate | 76.7% | 66.2%+10.5pp | 83.0%-6.4pp | 69.9%+6.8pp |
| Annual return | -3.46% | 3.54%-7.0pp | 735.21%-738.7pp | -9.96%+6.5pp |
| Employer contribution / active EE | $474 | $2,169-78.2% | $5,298-91.1% | $2,111-77.6% |
| Participant deferral / active EE | $1,263 | $2,392-47.2% | $5,081-75.1% | $3,350-62.3% |
| Admin fee / account holder | $68 | $438-84.4% | $13,411-99.5% | $521-86.9% |