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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $9,180 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $675 |
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Participant loan processing; Recordke... | $405 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $69,416 | $46,182+50.3% | $170,435-59.3% | $69,634-0.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 14.86% | 21.40%-6.5pp | 205.94%-191.1pp | 27572.26%-27557.4pp |
| Employer contribution / active EE | $32 | $1,610-98.0% | $5,432-99.4% | $2,032-98.4% |
| Participant deferral / active EE | $122 | $2,081-94.1% | $4,939-97.5% | $3,224-96.2% |
| Admin fee / account holder | $12 | $116-89.9% | $13,881-99.9% | $110-89.4% |