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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 | $43,749-40.0% | $158,223-83.4% | $65,306-59.8% |
| Participation rate | 44.5% | 56.9%-12.4pp | 79.2%-34.7pp | 57.7%-13.1pp |
| Annual return | 13.41% | 19.41%-6.0pp | 52.09%-38.7pp | 21.94%-8.5pp |
| Employer contribution / active EE | $1,104 | $1,497-26.3% | $4,109-73.1% | $1,967-43.9% |
| Participant deferral / active EE | $1,680 | $2,019-16.8% | $5,467-69.3% | $2,959-43.2% |
| Admin fee / account holder | $152 | $1,930-92.1% | $16,047-99.1% | $3,480-95.6% |