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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP2 years Filed as: MOSS & YANTIS Service code 10 272 W COLEMAN BLVD STE 100 · MT PLEASANT, SC 29465 | Accounting | $10,750 |
MY BENEFITS, LLC3 years Filed as: MY BENEFITS LLC Service code 13 · EIN 45-2098380 PO BOX 745680 · ATLANTA, GA 30374 | Contract Administrator | $9,993 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,577 |
MY BENEFITS, LLC2 years Filed as: MY BENEFITS LLC. Service code 13 | Contract Administrator | $1,251 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,725 | $54,213-85.8% | $93,696-91.8% | $77,736-90.1% |
| Participation rate | 79.3% | 64.0%+15.4pp | 68.7%+10.6pp | 70.6%+8.7pp |
| Annual return | 9.18% | 30.55%-21.4pp | 133.74%-124.6pp | 31.26%-22.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,422-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $894 | $3,145-71.6% | $4,417-79.8% | $4,651-80.8% |
| Admin fee / account holder | $50 | $575-91.4% | $8,287-99.4% | $433-88.5% |