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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 3201 34TH STREET S · ST PETERSBURG, FL 33711 | Recordkeeping fees; Direct payment fr... | $12,945 |
HUNGERFORD NICHOLS3 years Service code 10 · EIN 38-2184825 2910 LUCERNE DRIVE S.E · GRAND RAPIDS, MI 495467175 | Accounting | $9,500 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $360 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 13 320 PARK AVENUE · NEW YORK, NY 10022 | Contract Administrator | $77 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $43,381 | $43,999-1.4% | $79,467-45.4% | $55,725-22.2% |
| Participation rate | 30.2% | 66.9%-36.8pp | 73.3%-43.2pp | 70.9%-40.7pp |
| Annual return | 4.39% | 1.81%+2.6pp | 718.30%-713.9pp | 244.93%-240.5pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $776 | $2,538-69.4% | $3,704-79.0% | $3,356-76.9% |
| Admin fee / account holder | $79 | $118-32.9% | $5,104-98.5% | $115-31.5% |