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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $278,678 |
Filed as: CAMMACK LARHETTE BROKERAGE INC Service code 27 · EIN 04-3516344 | Advisory (Plan) | $85,000 |
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $27,250 |
Filed as: TRANSAMERICA RETIREEMENT SOLUTIONS Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $355 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $126 |
Service code 64 · EIN 13-5581829 | Recordkeeping Fees | $15 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,079 | $45,382+98.5% | $154,110-41.5% | $75,289+19.6% |
| Participation rate | 62.0% | 65.9%-3.9pp | 83.0%-21.1pp | 72.4%-10.5pp |
| Annual return | -2.91% | -0.47%-2.4pp | 735.22%-738.1pp | -0.04%-2.9pp |
| Employer contribution / active EE | $1,193 | $1,533-22.2% | $5,298-77.5% | $2,405-50.4% |
| Participant deferral / active EE | $3,513 | $2,384+47.4% | $5,081-30.8% | $3,739-6.0% |
| Admin fee / account holder | $250 | $89+180.4% | $13,412-98.1% | $102+144.8% |