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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $25,173 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,093 |
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Recordkeeping and information managem... | $191 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,212 | $45,000+4.9% | $143,801-67.2% | $77,906-39.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -15.80% | 29.03%-44.8pp | -0.04%-15.8pp | 12.16%-28.0pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | $22 | $98-77.7% | $14,680-99.9% | $133-83.4% |