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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 15 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,101 |
Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $3,382 |
MY BENEFITS, LLC1 year Filed as: MY BENEFITS LLC. Service code 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $1,915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,527 | $47,944-76.0% | $67,834-83.0% | $62,881-81.7% |
| Participation rate | 48.5% | 61.1%-12.6pp | 68.8%-20.3pp | 69.3%-20.8pp |
| Annual return | -3.13% | 11.77%-14.9pp | 138.47%-141.6pp | 20.14%-23.3pp |
| Employer contribution / active EE | $268 | $1,562-82.8% | $2,403-88.8% | $2,281-88.2% |
| Participant deferral / active EE | $1,144 | $2,247-49.1% | $3,160-63.8% | $3,203-64.3% |
| Admin fee / account holder | $177 | $3,712-95.2% | $4,622-96.2% | $4,296-95.9% |