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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 28 1800 WEST PARK DR. · WESTBOROUGH, MA 01581 | Investment Management | $29,024 |
CASTIGLIA LLP1+ years Service code 10 · EIN 46-2725636 | Accounting | $23,199 |
BASIL CASTROVINCI ASSOCIATES INC1+ years Filed as: BASIL CASTROVINCI Service code 16 · EIN 13-2831500 | Consulting | $12,290 |
RICHARD J. WOLF & COMPANY1+ years Filed as: RICHARD GREENSPAN Service code 29 · EIN 13-3341720 | Legal | $11,969 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,426 | $75,760-87.6% | $123,105-92.3% | $59,188-84.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | -0.62% | 2.93%-3.5pp | 13.22%-13.8pp | 5.51%-6.1pp |
| Employer contribution / active EE | $1,001 | $3,415-70.7% | $5,151-80.6% | $2,098-52.3% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $205 | $61+238.0% | $9,014-97.7% | $92+122.6% |