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| Provider | Service type | Compensation |
|---|---|---|
MAP RETIREMENT, INC.1 year Service code 15 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Recordkeeping | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,584 | $73,638-28.6% | $108,405-51.5% | $79,389-33.8% |
| Participation rate | 7.0% | 77.4%-70.4pp | 80.1%-73.2pp | 70.7%-63.8pp |
| Annual return | 16.98% | 33.27%-16.3pp | 905.55%-888.6pp | 116.89%-99.9pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,559-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $910 | $6,218-85.4% | $6,563-86.1% | $4,046-77.5% |
| Admin fee / account holder | $558 | $638-12.6% | $7,297-92.4% | $626-11.0% |