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.3 years Filed as: MAP RETIREMENT Service code 13 · EIN 39-1884254 W1680 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $7,961 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSU CO. Service code 27 · EIN 42-0127290 1295 STALE STREET · SPRINGFIELD, MA 011110001 | Advisory (Plan) | $4,859 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS, LLC Service code 13 · EIN 34-1542819 | Contract Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,600 | $58,895-65.0% | $178,503-88.5% | $73,497-72.0% |
| Participation rate | 70.6% | 66.2%+4.4pp | 81.9%-11.3pp | 70.7%-0.1pp |
| Annual return | 14.60% | 24.86%-10.3pp | 151.12%-136.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $450 | $2,236-79.9% | $5,011-91.0% | $2,270-80.2% |
| Participant deferral / active EE | $1,407 | $2,567-45.2% | $5,202-72.9% | $3,740-62.4% |
| Admin fee / account holder | $78 | $400-80.5% | $13,987-99.4% | $513-84.7% |