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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 1000 HARBOR BLVD, #6 · WEEHAWKEN, NJ 070866761 | Advisory (Participants) | $15,330 |
TIAA1+ years Service code 28 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Investment Management | $6,208 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 23 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Insurance services | $203 |
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 | $0 | $41,854-100.0% | $73,836-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 73.4%-73.4pp | 68.1%-68.1pp |
| Annual return | -0.31% | 2.11%-2.4pp | 2268.06%-2268.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $809 | $1,920-57.9% | $2,787-71.0% | $1,882-57.0% |
| Participant deferral / active EE | $3,532 | $2,498+41.4% | $3,583-1.4% | $3,022+16.9% |
| Admin fee / account holder | $0 | $493-100.0% | $4,882-100.0% | $592-100.0% |