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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $20,447 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 11 320 PARK AVENUE · NEW YORK, NY 10022 | Actuarial | $0 |
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 | $6,642 | $34,495-80.7% | $78,676-91.6% | $63,975-89.6% |
| Participation rate | 80.9% | 60.8%+20.1pp | 73.6%+7.4pp | 71.1%+9.8pp |
| Annual return | 7.30% | 11.62%-4.3pp | 62.19%-54.9pp | 48.65%-41.4pp |
| Employer contribution / active EE | $635 | $1,398-54.6% | $2,850-77.7% | $2,182-70.9% |
| Participant deferral / active EE | $0 | $2,100-100.0% | $3,517-100.0% | $3,356-100.0% |
| Admin fee / account holder | $33 | $68-50.9% | $4,510-99.3% | $70-52.6% |