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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 25 · EIN 25-1211909 620 LIBTERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $3,856 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,576 | $46,360-88.0% | $147,617-96.2% | $52,331-89.3% |
| Participation rate | 88.8% | 64.9%+23.8pp | 84.6%+4.1pp | 68.1%+20.7pp |
| Annual return | -1.73% | 1.62%-3.3pp | 61.98%-63.7pp | 4.54%-6.3pp |
| Employer contribution / active EE | $140 | $2,126-93.4% | $5,564-97.5% | $1,882-92.6% |
| Participant deferral / active EE | $718 | $2,258-68.2% | $4,895-85.3% | $3,022-76.2% |
| Admin fee / account holder | $17 | $766-97.8% | $11,612-99.9% | $592-97.1% |