Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MAP RETIREMENT, INC.2 years Filed as: MAP RETIREMENT Service code 13 · EIN 39-1884254 W1680 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $9,282 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSU CO. Service code 27 · EIN 42-0127290 1295 STALE STREET · SPRINGFIELD, MA 011110001 | Advisory (Plan) | $4,712 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 13 · EIN 34-1542819 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,484 | $52,967-68.9% | $172,753-90.5% | $65,186-74.7% |
| Participation rate | 63.9% | 66.2%-2.3pp | 82.6%-18.8pp | 70.2%-6.3pp |
| Annual return | 10.14% | 30.12%-20.0pp | 803.00%-792.9pp | 29.39%-19.2pp |
| Employer contribution / active EE | $397 | $2,190-81.9% | $5,144-92.3% | $2,177-81.8% |
| Participant deferral / active EE | $1,008 | $2,471-59.2% | $5,198-80.6% | $3,514-71.3% |
| Admin fee / account holder | $88 | $472-81.4% | $13,956-99.4% | $847-89.6% |