Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENCUS TRUST COMPANY1 year Service code 12 IRON WORKERS DIST. COUNCIL PHILA. · FARGO, ND 58106 | Claims processing; Account maintenanc... | $1,606 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $179 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $58,126 | $111,608-47.9% | $177,840-67.3% | $73,412-20.8% |
| Participation rate | 2.4% | 87.9%-85.4pp | 87.7%-85.3pp | 72.2%-69.8pp |
| Annual return | 18.49% | 18.23%+0.3pp | 48.32%-29.8pp | 59.30%-40.8pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $163 | $6,199-97.4% | $7,714-97.9% | $3,806-95.7% |
| Admin fee / account holder | $60 | $166-64.1% | $12,431-99.5% | $158-62.3% |