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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $1,765 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,441 |
Filed as: FIDELITY IVESTMENTS INST OP CO, INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $24 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $26,290 | $37,196-29.3% | $154,111-82.9% | $55,725-52.8% |
| Participation rate | 59.8% | 64.1%-4.3pp | 83.0%-23.3pp | 70.9%-11.1pp |
| Annual return | 10.48% | 1319.68%-1309.2pp | 735.18%-724.7pp | 244.93%-234.5pp |
| Employer contribution / active EE | $96 | $1,614-94.0% | $5,298-98.2% | $2,078-95.4% |
| Participant deferral / active EE | $830 | $2,068-59.9% | $5,081-83.7% | $3,356-75.3% |
| Admin fee / account holder | $26 | $102-74.5% | $13,411-99.8% | $115-77.5% |