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| Provider | Service type | Compensation |
|---|---|---|
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA Service code 28 1800 WEST PARK DR. · WESTBOROUGH, MA 01581 | Investment Management | $37,881 |
CASTIGLIA LLP10+ years Service code 10 · EIN 46-2725636 | Accounting | $27,163 |
AMALGAMATED BANK9 years Service code 19 · EIN 13-4920330 | Securities Custodian | $22,402 |
ROTHMAN, ROCCO, LARUFFA, LLP9 years Filed as: ROTHMAN ROCCO LARUFFA LLP Service code 29 3 WEST MAIN STREET · ELMSFORD, NY 10523 | Legal | $15,872 |
SYNTONIC SYSTEMS, INC.4 years Service code 15 111 JOHN STREET · NEW YORK, NY 10011 | Recordkeeping | $9,750 |
BASIL CASTROVINCI ASSOCIATES INC10+ years Filed as: BASIL CASTROVINCI Service code 16 · EIN 13-2831500 | Consulting | $7,792 |
MARINER LLC1 year Filed as: MARINER Service code 27 531 WEST MORSE BLVD · WINTER PARK, FL 32789 | Advisory (Plan) | $5,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,410 | $122,585-91.5% | $184,256-94.4% | $200,096-94.8% |
| Participation rate | 100.0% | 86.9%+13.1pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 6.53% | 144.12%-137.6pp | 28.85%-22.3pp | 34.26%-27.7pp |
| Employer contribution / active EE | $1,845 | $4,571-59.6% | $6,427-71.3% | $3,038-39.3% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,090-100.0% |
| Admin fee / account holder | $109 | $120-9.4% | $13,899-99.2% | $269-59.6% |