Retirement plan

MACE NORTH AMERICA, LTD 401(K) PLAN

Name: MACE NORTH AMERICA, LTD - MACE NORTH AMERICA, LTD 401(K) PLAN (2024) Form 5500
Creator: MACE NORTH AMERICA, LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MACE NORTH AMERICA, LTD 401(K) PLAN, MACE NORTH AMERICA, LTD

MACE NORTH AMERICA, LTDEIN 45-2795674Plan #001PY 2024

1350 BROADWAY, SUITE 408 - NEW YORK, NY 10018917-436-4632

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$12.4M

-12.7% from 2023

Total participants

249

-32.7% from 2023

Average account balance

$58,876

+13.5% from 2023

Annual return

-6.17%

-31.11 pp from 2023

Benchmarks

See 6,296 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,296 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$12.36M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$59K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

210

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

68.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.77M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-6.17%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$207

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS3 years Filed as: TRANSAMERICA RET SOLUTIONS LLC Service code 15 · EIN 13-3689044	Recordkeeping	$37,848
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843	Recordkeeping	$4,800
TRANSAMERICA RETIREMENT SOLUTIONS1 year Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998	Bank Trustee	$167

Plan features & details

Pension benefit codes2F2G3D2K2T

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$43K

$353 / participant

Contract admin$43K100.0%

% of EOY assets

0.352%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EC BARRETT, LLC
Auditor EIN: 932107924
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$58,876

$101,499-42.0%

$147,005-59.9%

$74,546-21.0%

Participation rate

68.3%

75.5%-7.2pp

82.2%-13.9pp

67.2%+1.1pp

Annual return

-6.17%

8732.34%-8738.5pp

418.76%-424.9pp

1366.03%-1372.2pp

Employer contribution / active EE

$5,281

$3,811+38.6%

$4,934+7.0%

$2,624+101.2%

Participant deferral / active EE

$9,094

$7,304+24.5%

$8,070+12.7%

$4,347+109.2%

Admin fee / account holder

$207

$1,748-88.2%

$13,006-98.4%

$1,944-89.4%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS3 years

Filed as: TRANSAMERICA RET SOLUTIONS LLC

Service code 15 · EIN 13-3689044

Recordkeeping

$37,848

ASCENSUS LLC5 years

Filed as: FUTUREPLAN BY ASCENSUS

Service code 15 · EIN 82-3719843

Recordkeeping

$4,800

TRANSAMERICA RETIREMENT SOLUTIONS1 year

Filed as: TRANSAMERICA TRUST COMPANY

Service code 21 · EIN 42-0947998

Bank Trustee

$167

MACE NORTH AMERICA, LTD 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MACE NORTH AMERICA, LTD 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion