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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2+ years Filed as: NFP ADVISORY SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $9,763 |
INGHAM & COMPANY1 year Service code 13 · EIN 65-0170152 | Contract Administrator | $9,060 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 53 320 PARK AVENUE · NEW YORK, NY 10022 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,646 | $43,423-15.6% | $78,675-53.4% | $55,167-33.6% |
| Participation rate | 34.5% | 68.0%-33.5pp | 73.6%-39.1pp | 69.0%-34.5pp |
| Annual return | 3.89% | 11.53%-7.6pp | 62.19%-58.3pp | 169.23%-165.3pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,308 | $2,509-8.0% | $3,517-34.4% | $3,054-24.4% |
| Admin fee / account holder | $402 | $416-3.3% | $4,510-91.1% | $504-20.2% |