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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 | $30,864 |
TIMOTHY M. WILLIAMS2 years Service code 27 · EIN 24-4490911 | Advisory (Plan) | $11,352 |
Filed as: MASS MUTUAL LIFE INS CO. Service code 13 | Contract Administrator | $8,217 |
MY BENEFITS, LLC2 years 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,939 | $123,793-20.1% | $177,821-44.4% | $79,858+23.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 87.7%-12.7pp | 69.6%+5.4pp |
| Annual return | 8.09% | 22.82%-14.7pp | 48.32%-40.2pp | 31.71%-23.6pp |
| Employer contribution / active EE | $1,203 | $4,095-70.6% | $5,918-79.7% | $2,471-51.3% |
| Participant deferral / active EE | $3,232 | $5,956-45.7% | $7,714-58.1% | $3,740-13.6% |
| Admin fee / account holder | $503 | $7,243-93.1% | $12,427-96.0% | $5,306-90.5% |