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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $9,237 |
PNC BANK, N.A.3 years Service code 25 · EIN 22-1146460 | Directed Trustee | $8,051 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,923 | $51,620-1.3% | $90,304-43.6% | $65,185-21.9% |
| Participation rate | 38.4% | 68.6%-30.3pp | 73.3%-34.9pp | 70.2%-31.8pp |
| Annual return | 17.05% | 24.94%-7.9pp | 78.13%-61.1pp | 29.38%-12.3pp |
| Employer contribution / active EE | $584 | $2,235-73.9% | $2,855-79.5% | $2,177-73.2% |
| Participant deferral / active EE | $1,762 | $2,871-38.6% | $3,885-54.6% | $3,514-49.9% |
| Admin fee / account holder | $224 | $384-41.6% | $5,354-95.8% | $847-73.5% |