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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $10,697 |
MAXUS PLAN SOLUTIONS4 years Service code 37 · EIN 45-4012897 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Loan Processing | $0 |
PLANNING CORP OF AMERICA2 years Service code 22 · EIN 59-1199408 | Insurance Broker | $0 |
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.
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).
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 | $22,190 | $65,862-66.3% | $124,693-82.2% | $79,393-72.1% |
| Participation rate | 56.3% | 62.2%-5.9pp | 74.6%-18.3pp | 70.7%-14.4pp |
| Annual return | 13.47% | 19.02%-5.6pp | 5144.19%-5130.7pp | 116.87%-103.4pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $3,324-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $767 | $2,772-72.3% | $4,615-83.4% | $4,046-81.0% |
| Admin fee / account holder | $125 | $673-81.4% | $7,494-98.3% | $627-80.0% |