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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $28,072 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $64 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,248 | $46,688-43.8% | $189,758-86.2% | $69,733-62.4% |
| Participation rate | 44.5% | 61.7%-17.2pp | 79.8%-35.3pp | 62.5%-17.9pp |
| Annual return | 13.41% | 14.35%-0.9pp | 52.62%-39.2pp | 15.22%-1.8pp |
| Employer contribution / active EE | $1,104 | $1,695-34.9% | $4,767-76.8% | $2,250-50.9% |
| Participant deferral / active EE | $1,680 | $2,143-21.6% | $5,856-71.3% | $3,054-45.0% |
| Admin fee / account holder | $152 | $1,700-91.0% | $20,388-99.3% | $3,102-95.1% |