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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PETER CHISWICK Service code 14 · EIN 36-2167034 | Plan Administrator | $25,509 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $18,540 |
JESSICA SCHNEIDER1 year Filed as: JESSICA DELGADILLO Service code 14 · EIN 36-2167034 | Plan Administrator | $8,125 |
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 | $8,343 | $44,794-81.4% | $90,324-90.8% | $77,775-89.3% |
| Participation rate | 90.2% | 66.6%+23.6pp | 73.3%+16.9pp | 73.2%+17.0pp |
| Annual return | 17.55% | 28.23%-10.7pp | 78.15%-60.6pp | 32.58%-15.0pp |
| Employer contribution / active EE | $593 | $1,809-67.2% | $2,856-79.2% | $2,504-76.3% |
| Participant deferral / active EE | $0 | $2,642-100.0% | $3,885-100.0% | $3,966-100.0% |
| Admin fee / account holder | $33 | $94-65.4% | $5,356-99.4% | $100-67.4% |