Filed April 2, 2026
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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTANTS INC Service code 13 2377 CRENSHAW BLVD. STE 350 · TORRANCE, CA 90501 | Contract Administrator | $53,924 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $21,742 |
ANDREW FAIR, ESQ.1 year Filed as: ANDREW L MOORE Service code 53 4695 MACARTHUR CT STE 1000 · NEWPORT BEACH, CA 92660 | Insurance Commissions | $0 |
JEREMY PALMER1 year Filed as: JEREMY P DICKER Service code 53 520 BROADWAY STE 300 · SANTA MONICA, CA 90401 | Insurance Commissions | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,210 | $86,372-60.4% | $123,894-72.4% | $65,292-47.6% |
| Participation rate | 17.4% | 76.9%-59.6pp | 81.4%-64.0pp | 72.4%-55.1pp |
| Annual return | 23.97% | 11.27%+12.7pp | 47.52%-23.5pp | 11.84%+12.1pp |
| Employer contribution / active EE | $0 | $2,838-100.0% | $4,617-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $886 | $5,625-84.3% | $5,984-85.2% | $3,579-75.2% |
| Admin fee / account holder | $21 | $53-59.5% | $8,357-99.7% | $57-62.7% |