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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,365 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $931 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,458 | $47,977-78.2% | $154,111-93.2% | $56,287-81.4% |
| Participation rate | 99.2% | 66.2%+33.0pp | 83.0%+16.2pp | 69.9%+29.4pp |
| Annual return | 6.43% | 3.54%+2.9pp | 735.18%-728.8pp | -9.96%+16.4pp |
| Employer contribution / active EE | $902 | $2,169-58.4% | $5,298-83.0% | $2,111-57.3% |
| Participant deferral / active EE | $795 | $2,392-66.8% | $5,081-84.4% | $3,350-76.3% |
| Admin fee / account holder | $15 | $438-96.6% | $13,411-99.9% | $521-97.1% |