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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Recordkeeping and information managem... | $372 |
Filed as: AXA EQUITABLE LIFE INS COMPANY Service code 25 · EIN 13-5570651 | Directed Trustee | $342 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,211 | $55,453-83.4% | $170,435-94.6% | $62,293-85.2% |
| Participation rate | 88.7% | 66.4%+22.3pp | 83.6%+5.1pp | 69.5%+19.2pp |
| Annual return | 12.81% | 21.38%-8.6pp | 205.94%-193.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $1,811 | $2,164-16.3% | $5,432-66.7% | $2,042-11.3% |
| Participant deferral / active EE | $1,057 | $2,303-54.1% | $4,939-78.6% | $3,169-66.7% |
| Admin fee / account holder | $15 | $455-96.7% | $13,881-99.9% | $479-96.9% |