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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $8,097 |
MAXUS PLAN SOLUTIONS1 year Filed as: MAXUS PLAN SOLUTIONS, NC Service code 49 · EIN 45-4012897 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Other Services | $300 |
Filed as: MASS MUTUAL LIFE INSURANCE, CO. Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $145 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,818 | $55,002-34.9% | $59,899-40.2% | $56,289-36.4% |
| Participation rate | 54.8% | 75.9%-21.1pp | 74.7%-19.9pp | 69.9%-15.0pp |
| Annual return | -6.00% | 1.13%-7.1pp | 3.46%-9.5pp | -9.96%+4.0pp |
| Employer contribution / active EE | $643 | $2,448-73.7% | $2,723-76.4% | $2,111-69.5% |
| Participant deferral / active EE | $1,325 | $3,121-57.5% | $3,402-61.0% | $3,350-60.4% |
| Admin fee / account holder | $92 | $236-61.0% | $3,592-97.4% | $521-82.4% |