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| Provider | Service type | Compensation |
|---|---|---|
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT Service code 13 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $15,702 |
Filed as: EDWARD D. JONES Service code 26 · EIN 43-0345811 1316 NORTH WALNUT STREET · CAMERON, MO 64429 | Advisory (Participants) | $11,086 |
Service code 15 · EIN 01-0233346 P.O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,834 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE, SUITE 700 · SANTA MONICA, CA 90401 | Advisory (Participants) | $887 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,199 | $70,917+4.6% | $98,920-25.0% | $73,497+1.0% |
| Participation rate | 42.4% | 73.8%-31.4pp | 76.0%-33.6pp | 70.7%-28.3pp |
| Annual return | 12.55% | 34.18%-21.6pp | 196.47%-183.9pp | 28.51%-16.0pp |
| Employer contribution / active EE | $438 | $2,037-78.5% | $2,689-83.7% | $2,270-80.7% |
| Participant deferral / active EE | $2,527 | $3,501-27.8% | $4,245-40.5% | $3,740-32.4% |
| Admin fee / account holder | $476 | $535-10.9% | $6,643-92.8% | $513-7.1% |