Retirement plan

MYRIAD BENEFITS INCORPORATED RETIREMENT PLAN

Name: MYRIAD BENEFITS INCORPORATED - MYRIAD BENEFITS INCORPORATED RETIREMENT PLAN (2025) Form 5500
Creator: MYRIAD BENEFITS INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MYRIAD BENEFITS INCORPORATED RETIREMENT PLAN, MYRIAD BENEFITS INCORPORATED

MYRIAD BENEFITS INCORPORATEDEIN 66-0656558Plan #001PY 2025

PO BOX1377 - GUAYNABO, PR 00970787-765-5554

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$556K

+25.6% from 2024

Total participants

+6.7% from 2024

Average account balance

$34,735

+17.7% from 2024

Annual return

13.62%

+6.18 pp from 2024

Benchmarks

See 17,871 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort17,871 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$556K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$35K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.62%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$94

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3C

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$125 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.269%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,735

$223,823-84.5%

$211,142-83.5%

$154,746-77.6%

Participation rate

100.0%

87.9%+12.1pp

87.3%+12.7pp

80.7%+19.3pp

Annual return

13.62%

50.39%-36.8pp

46.84%-33.2pp

172.34%-158.7pp

Employer contribution / active EE

$832

$6,787-87.7%

$6,442-87.1%

$4,379-81.0%

Participant deferral / active EE

$3,582

$9,750-63.3%

$9,284-61.4%

$6,730-46.8%

Admin fee / account holder

$94

$19,707-99.5%

$19,076-99.5%

$14,365-99.3%

MYRIAD BENEFITS INCORPORATED RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MYRIAD BENEFITS INCORPORATED RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion