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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 PO BOX 5050 · MINOT, ND 587025050 | Recordkeeping Fees | $5,557 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $3,558 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,266 | $36,916-42.4% | $156,551-86.4% | $57,658-63.1% |
| Participation rate | 90.8% | 63.4%+27.3pp | 84.0%+6.8pp | 70.2%+20.5pp |
| Annual return | 3.94% | 12.38%-8.4pp | 32.23%-28.3pp | 5.13%-1.2pp |
| Employer contribution / active EE | $1,841 | $1,571+17.2% | $5,501-66.5% | $1,974-6.7% |
| Participant deferral / active EE | $388 | $1,926-79.8% | $4,871-92.0% | $3,061-87.3% |
| Admin fee / account holder | $10 | $82-87.6% | $13,028-99.9% | $95-89.2% |