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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 | Participant loan processing; Recordke... | $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 | $43,496-39.7% | $161,489-83.7% | $64,340-59.2% |
| Participation rate | 44.5% | 53.5%-9.0pp | 78.7%-34.2pp | 55.2%-10.7pp |
| Annual return | 13.41% | 20.76%-7.3pp | 89.72%-76.3pp | 24.14%-10.7pp |
| Employer contribution / active EE | $1,104 | $1,431-22.8% | $4,268-74.1% | $1,862-40.7% |
| Participant deferral / active EE | $1,680 | $1,996-15.8% | $5,630-70.2% | $2,980-43.6% |
| Admin fee / account holder | $152 | $2,330-93.5% | $16,006-99.0% | $3,703-95.9% |