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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $2,670 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,116 |
Filed as: PENSERV, INC. Service code 13 118 N. BEDFORD ROAD, SUITE 303 · MOUNT KISCO, NY 10549 | Contract Administrator | $977 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $509 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,599 | $47,977-42.5% | $154,114-82.1% | $56,287-51.0% |
| Participation rate | 65.1% | 66.2%-1.1pp | 83.0%-17.9pp | 69.9%-4.7pp |
| Annual return | -2.19% | 3.54%-5.7pp | 735.16%-737.4pp | -9.96%+7.8pp |
| Employer contribution / active EE | $1,186 | $2,169-45.3% | $5,298-77.6% | $2,111-43.8% |
| Participant deferral / active EE | $1,710 | $2,392-28.5% | $5,081-66.4% | $3,350-49.0% |
| Admin fee / account holder | $19 | $438-95.6% | $13,411-99.9% | $521-96.3% |