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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,016 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY AND CO LLC Service code 22 ANNUITY INSURANCE OPERATIONS · NEW YORK, NY 10004 | Insurance Broker | $17,250 |
ACTUARIAL PENSION ANALYSTS, INC.2+ years Filed as: ACTUARIAL PENSION ANALYSTS, INC Service code 13 | Contract Administrator | $5,076 |
ACTUARIAL PENSION ANALYSTS, INC.2+ years Service code 13 7000 E GENESEE ST · FAYETTEVILLE, NY 13066 | Contract Administrator | $1,800 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 · EIN 13-1614399 | Recordkeeping | $335 |
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 | $23,372 | $36,916-36.7% | $156,551-85.1% | $57,658-59.5% |
| Participation rate | 79.5% | 63.4%+16.0pp | 84.0%-4.5pp | 70.2%+9.3pp |
| Annual return | 6.50% | 12.38%-5.9pp | 32.23%-25.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $938 | $1,571-40.3% | $5,501-83.0% | $1,974-52.5% |
| Participant deferral / active EE | $1,556 | $1,926-19.2% | $4,871-68.0% | $3,061-49.1% |
| Admin fee / account holder | $6 | $82-92.8% | $13,028-100.0% | $95-93.7% |