Filed July 18, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $27,413 |
Service code 27 · EIN 20-4668732 | Advisory (Plan) | $12,875 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $10,000 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Account maintenance fees; Direct paym... | $1,242 |
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 | $87,626 | $70,083+25.0% | $59,887+46.3% | $55,725+57.2% |
| Participation rate | 90.9% | 78.4%+12.5pp | 74.7%+16.2pp | 70.9%+20.1pp |
| Annual return | -3.45% | 3.13%-6.6pp | 3.46%-6.9pp | 244.93%-248.4pp |
| Employer contribution / active EE | $3,118 | $2,878+8.3% | $2,722+14.5% | $2,078+50.0% |
| Participant deferral / active EE | $2,940 | $3,079-4.5% | $3,402-13.6% | $3,356-12.4% |
| Admin fee / account holder | $52 | $70-25.9% | $3,591-98.5% | $115-54.8% |