Filed April 23, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $9,005 |
MY BENEFITS, LLC1 year Filed as: MY BENEFITS LLC Service code 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $5,100 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,614 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 | Other Commissions | $2,325 |
Filed as: MERRILL LYNCH LIFE AGENCY INC. Service code 55 1215 4TH AVENUE 26TH FLOOR · SEATTLE, WA 98161 | Other Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,301 | $107,378-79.2% | $108,582-79.5% | $57,658-61.3% |
| Participation rate | 72.4% | 77.1%-4.7pp | 79.6%-7.2pp | 70.2%+2.1pp |
| Annual return | 8.06% | 12.80%-4.7pp | -51.70%+59.8pp | 5.13%+2.9pp |
| Employer contribution / active EE | $867 | $1,782-51.4% | $3,758-76.9% | $1,974-56.1% |
| Participant deferral / active EE | $2,265 | $3,221-29.7% | $4,311-47.5% | $3,061-26.0% |
| Admin fee / account holder | $2 | $108-97.8% | $7,645-100.0% | $95-97.5% |