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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $14,380 |
VERISIGHT, INC.1+ years Service code 11 · EIN 27-2037969 | Actuarial | $13,500 |
STW FIXED INCOME MANAGEMENT, LLC1+ years Filed as: STW FIXED INCOME MANAGEMENT Service code 27 · EIN 77-0555117 | Advisory (Plan) | $7,765 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 11 320 PARK AVENUE · NEW YORK, NY 10022 | Actuarial | $1,519 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,284 | $34,220-84.6% | $73,836-92.8% | $59,188-91.1% |
| Participation rate | 99.9% | 59.1%+40.8pp | 73.4%+26.5pp | 69.4%+30.5pp |
| Annual return | -3.13% | 3.36%-6.5pp | 2268.06%-2271.2pp | 5.51%-8.6pp |
| Employer contribution / active EE | $638 | $1,480-56.9% | $2,787-77.1% | $2,098-69.6% |
| Participant deferral / active EE | $0 | $2,035-100.0% | $3,583-100.0% | $3,265-100.0% |
| Admin fee / account holder | $35 | $64-44.8% | $4,882-99.3% | $92-61.7% |