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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 3201 34TH STREET S · ST PETERSBURG, FL 33711 | Recordkeeping and information managem... | $26,331 |
HUNGERFORD NICHOLS5 years Service code 10 · EIN 38-2184825 2910 LUCERNE DRIVE S.E · GRAND RAPIDS, MI 495467175 | Accounting | $13,555 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,795 | $52,722-60.6% | $90,461-77.0% | $73,412-71.7% |
| Participation rate | 57.7% | 67.7%-10.1pp | 72.7%-15.0pp | 72.2%-14.5pp |
| Annual return | 13.49% | 20.70%-7.2pp | 1294.76%-1281.3pp | 59.30%-45.8pp |
| Employer contribution / active EE | $220 | $1,872-88.2% | $3,264-93.2% | $2,234-90.1% |
| Participant deferral / active EE | $1,146 | $2,810-59.2% | $3,964-71.1% | $3,806-69.9% |
| Admin fee / account holder | $121 | $117+3.6% | $5,617-97.8% | $158-23.4% |