Filed August 7, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,930 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 13 · EIN 20-3886993 | Contract Administrator | $12,223 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $174 |
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 | $54,313 | $49,177+10.4% | $79,467-31.7% | $64,173-15.4% |
| Participation rate | 91.5% | 65.0%+26.4pp | 73.3%+18.1pp | 69.6%+21.9pp |
| Annual return | -2.62% | -1.16%-1.5pp | 718.30%-720.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $5,468 | $2,076+163.4% | $2,800+95.3% | $2,381+129.7% |
| Participant deferral / active EE | $3,166 | $2,821+12.2% | $3,704-14.5% | $3,470-8.7% |
| Admin fee / account holder | $143 | $3,839-96.3% | $5,104-97.2% | $4,887-97.1% |