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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 70 · EIN 13-2638166 1000 HARBOR BLVD #6 · WEEHAWKEN, NJ 07086 | Consulting Fees | $16,052 |
TIAA2+ years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping | $6,606 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $189 |
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 | $43,423-100.0% | $78,676-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 68.0%-68.0pp | 73.6%-73.6pp | 69.0%-69.0pp |
| Annual return | 10.92% | 11.53%-0.6pp | 62.19%-51.3pp | 169.23%-158.3pp |
| Employer contribution / active EE | $833 | $1,997-58.3% | $2,850-70.8% | $1,963-57.6% |
| Participant deferral / active EE | $3,348 | $2,509+33.4% | $3,517-4.8% | $3,054+9.6% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |