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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Filed as: STANDCORP Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $30,123 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,232 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $177 |
Service code 19 · EIN 25-1838406 | Securities Custodian | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,638 | $37,196-58.0% | $154,111-89.9% | $55,725-71.9% |
| Participation rate | 62.4% | 64.1%-1.7pp | 83.0%-20.7pp | 70.9%-8.5pp |
| Annual return | 11.36% | 1319.68%-1308.3pp | 735.18%-723.8pp | 244.93%-233.6pp |
| Employer contribution / active EE | $542 | $1,614-66.4% | $5,298-89.8% | $2,078-73.9% |
| Participant deferral / active EE | $497 | $2,068-76.0% | $5,081-90.2% | $3,356-85.2% |
| Admin fee / account holder | $171 | $102+68.5% | $13,411-98.7% | $115+48.6% |