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| Provider | Service type | Compensation |
|---|---|---|
PLAN DESIGN CONSULTANTS, INC.1+ years Filed as: PLAN VISION Service code 26 430 1ST AVENUE N · MINNEAPOLIS, MN 55401 | Advisory (Participants) | $10,463 |
PENSERV PLAN SERVICES, INC.1+ years Service code 15 PO BOX 3109 · WEST COLUMBIA, SC 29171 | Recordkeeping | $9,787 |
MG TRUST COMAPANY LLC1+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $5,367 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $170 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,850 | $41,854+57.3% | $73,845-10.8% | $52,331+25.8% |
| Participation rate | 92.4% | 66.2%+26.2pp | 73.4%+19.0pp | 68.1%+24.3pp |
| Annual return | -1.01% | 2.11%-3.1pp | 2267.91%-2268.9pp | 4.54%-5.6pp |
| Employer contribution / active EE | $1,944 | $1,920+1.2% | $2,788-30.3% | $1,882+3.3% |
| Participant deferral / active EE | $4,927 | $2,498+97.2% | $3,583+37.5% | $3,022+63.0% |
| Admin fee / account holder | $138 | $493-72.1% | $4,881-97.2% | $592-76.8% |