Filed February 2, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $500,537 |
MARQUETTE ASSOCIATES4 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 | Consulting | $101,402 |
WIPFLI LLP6+ years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $12,900 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $952 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
Filed as: FIDELITY INV INST CO. Service code 60 | Sub-TA Fees | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
TIAA5 years Filed as: TIAA-CREF Service code 33 · EIN 13-1624203 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,534 | $63,259+85.8% | $178,510-34.2% | $93,223+26.1% |
| Participation rate | 97.6% | 72.1%+25.4pp | 81.9%+15.6pp | 74.9%+22.7pp |
| Annual return | 20.27% | 19.93%+0.3pp | 151.13%-130.9pp | 19.29%+1.0pp |
| Employer contribution / active EE | $3,849 | $1,865+106.4% | $5,011-23.2% | $2,680+43.6% |
| Participant deferral / active EE | $5,874 | $3,372+74.2% | $5,202+12.9% | $4,563+28.7% |
| Admin fee / account holder | $94 | $58+62.8% | $13,988-99.3% | $79+19.3% |