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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,763 |
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Claims processing; Recordkeeping and ... | $411 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Claims proc... | $249 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $105 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $62,292 | $37,203+67.4% | $154,110-59.6% | $55,727+11.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -2.50% | 1320.03%-1322.5pp | 735.22%-737.7pp | 244.94%-247.4pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $2,069-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $9 | $102-91.5% | $13,412-99.9% | $115-92.5% |