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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $15,730 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $243 |
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 | $7,878 | $58,895-86.6% | $178,503-95.6% | $73,497-89.3% |
| Participation rate | 89.1% | 66.2%+22.9pp | 81.9%+7.2pp | 70.7%+18.4pp |
| Annual return | 22.91% | 24.86%-2.0pp | 151.12%-128.2pp | 28.51%-5.6pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,388 | $2,567-45.9% | $5,202-73.3% | $3,740-62.9% |
| Admin fee / account holder | $90 | $400-77.6% | $13,987-99.4% | $513-82.5% |