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| Provider | Service type | Compensation |
|---|---|---|
HUNGERFORD NICHOLS4 years Service code 10 · EIN 38-2184825 2910 LUCERNE DRIVE S.E · GRAND RAPIDS, MI 495467175 | Accounting | $9,500 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 3201 34TH STREET S · ST PETERSBURG, FL 33711 | Sub-transfer agency fees; Recordkeepi... | $2,571 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 13 320 PARK AVENUE · NEW YORK, NY 10022 | Contract Administrator | $76 |
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 | $33,943 | $54,237-37.4% | $90,304-62.4% | $67,579-49.8% |
| Participation rate | 53.7% | 68.6%-14.9pp | 73.3%-19.6pp | 71.3%-17.6pp |
| Annual return | 22.27% | 37.27%-15.0pp | 78.13%-55.9pp | 378.56%-356.3pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,855-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $804 | $2,625-69.4% | $3,885-79.3% | $3,539-77.3% |
| Admin fee / account holder | $136 | $123+10.0% | $5,354-97.5% | $142-4.6% |