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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $0 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 25 · EIN 25-1211909 620 LIBTERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $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 | $6,132 | $46,732-86.9% | $156,551-96.1% | $55,167-88.9% |
| Participation rate | 98.4% | 65.8%+32.6pp | 84.0%+14.4pp | 69.0%+29.4pp |
| Annual return | 5.68% | 17.72%-12.0pp | 32.23%-26.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $146 | $2,105-93.1% | $5,501-97.4% | $1,963-92.6% |
| Participant deferral / active EE | $752 | $2,204-65.9% | $4,871-84.6% | $3,054-75.4% |
| Admin fee / account holder | $43 | $418-89.8% | $13,028-99.7% | $504-91.5% |