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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 26 · EIN 13-5674085 | Advisory (Participants) | $0 |
MUTUAL OF AMERICA INVESTMENT CORP11+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,398 | $64,705-65.4% | $62,929-64.4% | $67,986-67.1% |
| Participation rate | 58.3% | 65.6%-7.3pp | 73.1%-14.8pp | 57.2%+1.1pp |
| Annual return | 11.23% | 20.31%-9.1pp | 1063.93%-1052.7pp | 31.67%-20.4pp |
| Employer contribution / active EE | $981 | $2,376-58.7% | $2,505-60.8% | $2,019-51.4% |
| Participant deferral / active EE | $823 | $3,198-74.3% | $3,888-78.8% | $3,358-75.5% |
| Admin fee / account holder | $220 | $1,428-84.6% | $5,065-95.7% | $3,203-93.1% |