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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 P O BOX 219602 · KANSAS CITY, MO 64105 | Recordkeeping | $1,134 |
MAXUS PLAN SOLUTIONS2+ years Filed as: MAXUS PLAN SOLUTIONS, INC Service code 63 · EIN 45-4012897 13850 BALLANTYNE CORP PL · CHARLOTTE, NC 28277 | 12b-1 Fees | $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.
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 | $52,731 | $36,767+43.4% | $81,473-35.3% | $62,293-15.4% |
| Participation rate | 8.6% | 54.4%-45.9pp | 68.0%-59.4pp | 69.5%-60.9pp |
| Annual return | 20.53% | 173.80%-153.3pp | 38.78%-18.3pp | 28.90%-8.4pp |
| Employer contribution / active EE | $191 | $1,128-83.1% | $2,568-92.6% | $2,042-90.7% |
| Participant deferral / active EE | $455 | $2,111-78.5% | $3,537-87.1% | $3,169-85.7% |
| Admin fee / account holder | $23 | $797-97.2% | $4,561-99.5% | $479-95.3% |