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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 42-0127290 | Recordkeeping and information managem... | $46,047 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 11 320 PARK AVENUE · NEW YORK, NY 10022 | Actuarial | $24,155 |
Filed as: WILLSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,669-100.0% | $334,005-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.7%-43.7pp | 11.0%-11.0pp |
| Annual return | 9.65% | 8.11%+1.5pp | 9.83%-0.2pp | 8.21%+1.4pp |
| Employer contribution / active EE | $364 | $16,761-97.8% | $30,308-98.8% | $13,843-97.4% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,840-100.0% | $1,652-100.0% |