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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PETER CHISWICK Service code 14 · EIN 36-2167034 | Plan Administrator | $25,041 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $18,799 |
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 | $7,764 | $37,884-79.5% | $79,467-90.2% | $75,289-89.7% |
| Participation rate | 83.5% | 65.0%+18.5pp | 73.3%+10.1pp | 72.4%+11.1pp |
| Annual return | -5.99% | 1.06%-7.1pp | 718.30%-724.3pp | -0.04%-6.0pp |
| Employer contribution / active EE | $542 | $1,680-67.8% | $2,800-80.7% | $2,405-77.5% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,704-100.0% | $3,739-100.0% |
| Admin fee / account holder | $35 | $77-53.9% | $5,104-99.3% | $102-65.5% |