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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $18,232 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 11 320 PARK AVENUE · NEW YORK, NY 10022 | Actuarial | $0 |
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 | $7,044 | $41,256-82.9% | $86,582-91.9% | $77,958-91.0% |
| Participation rate | 82.3% | 63.0%+19.3pp | 73.5%+8.7pp | 71.6%+10.6pp |
| Annual return | 11.74% | 17.67%-5.9pp | 965.08%-953.3pp | 20.87%-9.1pp |
| Employer contribution / active EE | $621 | $1,613-61.5% | $2,839-78.1% | $2,310-73.1% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $3,609-100.0% | $3,537-100.0% |
| Admin fee / account holder | $28 | $71-60.6% | $4,904-99.4% | $97-71.4% |