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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 | Recordkeeping and information managem... | $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 | $63,433-64.7% | $63,803-64.9% | $64,097-65.1% |
| Participation rate | 58.3% | 65.0%-6.7pp | 72.7%-14.4pp | 55.2%+3.1pp |
| Annual return | 11.23% | 20.74%-9.5pp | 543.72%-532.5pp | 34.64%-23.4pp |
| Employer contribution / active EE | $981 | $2,332-57.9% | $2,532-61.3% | $1,891-48.1% |
| Participant deferral / active EE | $823 | $3,119-73.6% | $3,843-78.6% | $3,080-73.3% |
| Admin fee / account holder | $220 | $1,489-85.2% | $5,196-95.8% | $3,454-93.6% |