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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $1,205 |
Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 S WACKER DR 6500 · CHICAGO, IL 60606 | Advisory (Plan) | $1,042 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,264 | $99,957-33.7% | $149,730-55.7% | $73,493-9.8% |
| Participation rate | 89.2% | 75.7%+13.5pp | 82.5%+6.7pp | 70.7%+18.5pp |
| Annual return | 12.35% | 53.87%-41.5pp | 276.70%-264.4pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,613 | $3,191-49.5% | $4,645-65.3% | $2,270-29.0% |
| Participant deferral / active EE | $4,155 | $6,073-31.6% | $6,843-39.3% | $3,740+11.1% |
| Admin fee / account holder | $10 | $551-98.2% | $9,310-99.9% | $513-98.0% |