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| Provider | Service type | Compensation |
|---|---|---|
MY BENEFITS, LLC2 years Filed as: MY BENEFITS LLC Service code 13 PO BOX 745680 · ATLANTA, GA 303745680 | Contract Administrator | $4,933 |
Filed as: GELDMAN, ROSENBERG & FREEDMAN PC Service code 99 4550 MONTGOMERY AVE STE 650N · BETHESDA, MD 20814 | Other Fees | $4,921 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,129 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $106,247-100.0% | $96,515-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | -103.77% | 38.47%-142.2pp | 35.73%-139.5pp | 373.66%-477.4pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |