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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 333 SOUTH HOPE ST · LOS ANGELES, CA 90071 | Indirect Investment Fees | $30,702 |
TIMOTHY M. WILLIAMS1 year Service code 27 · EIN 24-4490911 | Advisory (Plan) | $10,976 |
CAROLINA BANK1 year Service code 10 · EIN 57-0294574 | Accounting | $4,315 |
Filed as: MASS MUTUAL LIFE INS CO. Service code 13 | Contract Administrator | $715 |
MY BENEFITS, LLC1 year Service code 13 · EIN 45-2098380 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,458 | $109,359-16.4% | $162,177-43.6% | $72,975+25.3% |
| Participation rate | 78.5% | 84.3%-5.8pp | 87.6%-9.1pp | 69.5%+9.0pp |
| Annual return | 13.65% | 25.46%-11.8pp | 115.60%-102.0pp | 81.01%-67.4pp |
| Employer contribution / active EE | $1,184 | $3,907-69.7% | $5,613-78.9% | $2,440-51.5% |
| Participant deferral / active EE | $3,275 | $5,481-40.3% | $7,297-55.1% | $3,608-9.2% |
| Admin fee / account holder | $523 | $7,972-93.4% | $10,843-95.2% | $5,124-89.8% |