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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; Participant loan p... | $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 | $65,072-65.6% | $66,439-66.3% | $65,306-65.7% |
| Participation rate | 58.3% | 69.1%-10.7pp | 74.5%-16.2pp | 57.7%+0.7pp |
| Annual return | 11.23% | 21.50%-10.3pp | 757.66%-746.4pp | 21.94%-10.7pp |
| Employer contribution / active EE | $981 | $2,475-60.4% | $2,637-62.8% | $1,967-50.1% |
| Participant deferral / active EE | $823 | $3,234-74.6% | $3,876-78.8% | $2,959-72.2% |
| Admin fee / account holder | $220 | $1,323-83.4% | $6,173-96.4% | $3,480-93.7% |