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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $10,253 |
MAP RETIREMENT, INC.1 year Service code 15 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Recordkeeping | $6,200 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,299 | $80,781-89.7% | $102,437-91.9% | $74,478-88.9% |
| Participation rate | 84.7% | 65.7%+19.1pp | 74.5%+10.2pp | 67.2%+17.5pp |
| Annual return | 26.93% | 27.58%-0.6pp | 24.95%+2.0pp | 1370.56%-1343.6pp |
| Employer contribution / active EE | $1,990 | $3,160-37.0% | $3,871-48.6% | $2,626-24.2% |
| Participant deferral / active EE | $2,548 | $3,862-34.0% | $5,060-49.6% | $4,350-41.4% |
| Admin fee / account holder | $115 | $2,372-95.2% | $8,388-98.6% | $1,946-94.1% |