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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 | $328 |
MAXUS PLAN SOLUTIONS3+ years Filed as: MAXUS PLAN SOLUTIONS, INC Service code 63 · EIN 45-4012897 13850 BALLANTYNE CORP PL · CHARLOTTE, NC 28277 | 12b-1 Fees | $0 |
Service code 49 · EIN 36-3429599 | Other Services | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,946 | $33,067+60.1% | $76,518-30.8% | $56,287-5.9% |
| Participation rate | 9.5% | 55.4%-45.8pp | 68.0%-58.5pp | 69.9%-60.3pp |
| Annual return | -9.73% | 2.72%-12.4pp | -0.27%-9.5pp | -9.96%+0.2pp |
| Employer contribution / active EE | $156 | $1,200-87.0% | $2,647-94.1% | $2,111-92.6% |
| Participant deferral / active EE | $405 | $2,240-81.9% | $3,836-89.5% | $3,350-87.9% |
| Admin fee / account holder | $105 | $537-80.5% | $4,849-97.8% | $521-79.9% |