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| Provider | Service type | Compensation |
|---|---|---|
FAS WEALTH PARTNERS INC1+ years Filed as: FAS CORE, LLC Service code 12 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping and information managem... | $3,972 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $346 |
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 | $42,285 | $38,925+8.6% | $73,835-42.7% | $55,191-23.4% |
| Participation rate | 100.0% | 66.0%+34.0pp | 73.4%+26.6pp | 69.2%+30.8pp |
| Annual return | 3.87% | 6.31%-2.4pp | 2268.13%-2264.3pp | 10.78%-6.9pp |
| Employer contribution / active EE | $1,723 | $1,695+1.7% | $2,788-38.2% | $1,899-9.2% |
| Participant deferral / active EE | $3,641 | $2,351+54.9% | $3,583+1.6% | $3,046+19.5% |
| Admin fee / account holder | $0 | $83-100.0% | $4,880-100.0% | $91-100.0% |