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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,268 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $37,242 |
Service code 13 · EIN 46-2023154 25431 FRIENDSHIP RD UNIT D · DAPHNE, AL 36526 | Contract Administrator | $27,381 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,740 |
MY BENEFITS, LLC6 years Filed as: MY BENEFITS LLC Service code 99 · EIN 45-2098380 25431 FRIENDSHIP RD UNIT D · DAPHNE, AL 36526 | Other Fees | $3,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,282 | $86,225-57.9% | $146,665-75.3% | $86,799-58.2% |
| Participation rate | 59.4% | 78.0%-18.6pp | 80.1%-20.7pp | 72.3%-12.9pp |
| Annual return | 12.56% | 31.23%-18.7pp | 22.74%-10.2pp | 97.91%-85.3pp |
| Employer contribution / active EE | $1,214 | $2,392-49.2% | $4,136-70.6% | $2,405-49.5% |
| Participant deferral / active EE | $2,651 | $4,245-37.5% | $5,506-51.8% | $4,131-35.8% |
| Admin fee / account holder | $174 | $195-10.7% | $10,280-98.3% | $170+2.9% |