Filed April 13, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $95,975 |
MAP RETIREMENT, INC.2 years Service code 13 | Contract Administrator | $15,193 |
SAGEPOINT FINANCIAL INC3 years Filed as: FSC SECURITIES CORPORATION Service code 27 · EIN 58-1288674 | Advisory (Plan) | $14,342 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $3,271 |
MAP RETIREMENT, INC.2 years Filed as: MAP RETIREMENT INC Service code 13 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $0 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT, INC Service code 13 · EIN 39-1884254 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,544 | $47,648-25.4% | $130,660-72.8% | $67,582-47.4% |
| Participation rate | 61.4% | 60.4%+1.0pp | 71.7%-10.4pp | 71.3%-9.9pp |
| Annual return | 20.66% | 25.73%-5.1pp | 1709.29%-1688.6pp | 378.57%-357.9pp |
| Employer contribution / active EE | $712 | $1,408-49.5% | $4,092-82.6% | $2,148-66.9% |
| Participant deferral / active EE | $1,431 | $2,616-45.3% | $3,603-60.3% | $3,539-59.6% |
| Admin fee / account holder | $343 | $105+226.2% | $5,463-93.7% | $142+140.8% |