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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $7,042 |
GRP FINANCIAL1 year Filed as: GRP Service code 27 451 S. BETHLEHEM PIKE · FT. WASHINGTON, PA 19034 | Advisory (Plan) | $6,055 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,603 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $30,430 | $58,895-48.3% | $178,503-83.0% | $73,497-58.6% |
| Participation rate | 55.2% | 66.2%-11.1pp | 81.9%-26.8pp | 70.7%-15.5pp |
| Annual return | 3.86% | 24.86%-21.0pp | 151.12%-147.3pp | 28.51%-24.7pp |
| Employer contribution / active EE | $1,881 | $2,236-15.9% | $5,011-62.5% | $2,270-17.1% |
| Participant deferral / active EE | $1,165 | $2,567-54.6% | $5,202-77.6% | $3,740-68.8% |
| Admin fee / account holder | $69 | $400-82.9% | $13,987-99.5% | $513-86.6% |