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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABACUS BENEFIT CONSULTANTS, INC. Service code 13 · EIN 05-0460654 | Contract Administrator | $10,087 |
Service code 13 | Contract Administrator | $3,435 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT INC. Service code 13 | Contract Administrator | $3,280 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $3,216 |
Filed as: EMPOWER ANNUITY INSURANCE OF AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $0 |
KESTRA INVESTMENT SERVICES LLC7+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $0 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA Service code 13 · EIN 45-4369278 | Contract Administrator | $0 |
MAP RETIREMENT, INC.1 year Service code 13 · EIN 39-1884254 | Contract Administrator | $0 |
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 | $109,696 | $81,870+34.0% | $119,634-8.3% | $68,490+60.2% |
| Participation rate | 88.9% | 71.9%+17.0pp | 79.3%+9.6pp | 67.9%+21.0pp |
| Annual return | -9.16% | -23.82%+14.7pp | -14.98%+5.8pp | -7.85%-1.3pp |
| Employer contribution / active EE | $6,210 | $2,692+130.7% | $4,232+46.7% | $2,597+139.2% |
| Participant deferral / active EE | $4,294 | $4,148+3.5% | $5,601-23.3% | $4,028+6.6% |
| Admin fee / account holder | $25 | $6,583-99.6% | $10,329-99.8% | $5,403-99.5% |