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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $12,657 |
Service code 16 · EIN 38-3462761 | Consulting | $2,591 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $558 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,347 | $52,967-89.9% | $172,753-96.9% | $65,186-91.8% |
| Participation rate | 88.9% | 66.2%+22.7pp | 82.6%+6.2pp | 70.2%+18.7pp |
| Annual return | 15.77% | 30.12%-14.4pp | 803.00%-787.2pp | 29.39%-13.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,162 | $2,471-53.0% | $5,198-77.6% | $3,514-66.9% |
| Admin fee / account holder | $63 | $472-86.6% | $13,956-99.5% | $847-92.5% |