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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $33,690 |
CANTOR FITZGERALD1 year Service code 28 110 EAST 59TH STREET · NEW YORK, NY 10022 | Investment Management | $20,000 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 23 320 PARK AVENUE · NEW YORK, NY 10022 | Insurance services | $74 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $34,048 | $36,916-7.8% | $156,551-78.3% | $57,658-40.9% |
| Participation rate | 63.8% | 63.4%+0.3pp | 84.0%-20.3pp | 70.2%-6.5pp |
| Annual return | 10.83% | 12.38%-1.6pp | 32.23%-21.4pp | 5.13%+5.7pp |
| Employer contribution / active EE | $1,569 | $1,571-0.1% | $5,501-71.5% | $1,974-20.5% |
| Participant deferral / active EE | $1,536 | $1,926-20.2% | $4,871-68.5% | $3,061-49.8% |
| Admin fee / account holder | $100 | $82+21.1% | $13,028-99.2% | $95+5.7% |