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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PETER CHISWICK Service code 14 · EIN 36-2167034 | Plan Administrator | $27,272 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $20,040 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 11 320 PARK AVENUE · NEW YORK, NY 10022 | Actuarial | $10,328 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,904 | $47,634-81.3% | $90,461-90.2% | $90,274-90.1% |
| Participation rate | 90.3% | 67.5%+22.8pp | 72.7%+17.6pp | 73.4%+16.9pp |
| Annual return | 9.95% | 19.61%-9.7pp | 1294.76%-1284.8pp | 53.97%-44.0pp |
| Employer contribution / active EE | $611 | $1,749-65.1% | $3,264-81.3% | $2,523-75.8% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,964-100.0% | $4,231-100.0% |
| Admin fee / account holder | $39 | $106-63.6% | $5,617-99.3% | $114-66.2% |