Filed June 11, 2015 (most recent of 3 filings on file)
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 |
|---|---|---|
TIAA1+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $7,235 |
Filed as: FIDELITY INVESTMENT Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $335 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 64 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping Fees | $212 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,016 | $52,467+75.4% | $57,196+60.9% | $55,167+66.8% |
| Participation rate | 94.6% | 75.8%+18.7pp | 75.3%+19.3pp | 69.0%+25.6pp |
| Annual return | 0.47% | 7.72%-7.2pp | 14.59%-14.1pp | 169.23%-168.8pp |
| Employer contribution / active EE | $5,604 | $2,477+126.2% | $2,683+108.9% | $1,963+185.5% |
| Participant deferral / active EE | $6,060 | $2,830+114.1% | $3,096+95.7% | $3,054+98.4% |
| Admin fee / account holder | $20 | $269-92.7% | $3,141-99.4% | $504-96.1% |