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| Provider | Service type | Compensation |
|---|---|---|
Service code 62 · EIN 04-1590850 333 SOUTH HOPE ST · LOS ANGELES, CA 90071 | Float revenue; Recordkeeping fees | $29,606 |
TIMOTHY M. WILLIAMS4 years Service code 27 · EIN 24-4490911 | Advisory (Plan) | $13,042 |
Filed as: MASS MUTUAL LIFE INS CO. Service code 13 | Contract Administrator | $9,924 |
MY BENEFITS, LLC4 years Service code 13 · EIN 45-2098380 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
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 | $101,473 | $102,661-1.2% | $151,628-33.1% | $66,930+51.6% |
| Participation rate | 66.0% | 85.5%-19.5pp | 87.5%-21.5pp | 69.8%-3.8pp |
| Annual return | -11.31% | -10.81%-0.5pp | 3.34%-14.6pp | 1.57%-12.9pp |
| Employer contribution / active EE | $1,228 | $4,184-70.6% | $6,165-80.1% | $2,545-51.7% |
| Participant deferral / active EE | $3,189 | $6,645-52.0% | $8,363-61.9% | $4,238-24.7% |
| Admin fee / account holder | $578 | $630-8.3% | $11,613-95.0% | $593-2.6% |