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| Provider | Service type | Compensation |
|---|---|---|
MUTUAL OF AMERICA SEC. CORP LLC1+ years Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $19,980 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,367 | $83,023+2.8% | $102,437-16.7% | $77,762+9.8% |
| Participation rate | 43.8% | 71.5%-27.7pp | 74.5%-30.7pp | 70.6%-26.8pp |
| Annual return | 56.34% | 19.12%+37.2pp | 24.95%+31.4pp | 31.27%+25.1pp |
| Employer contribution / active EE | $1,769 | $3,552-50.2% | $3,871-54.3% | $2,728-35.2% |
| Participant deferral / active EE | $3,062 | $4,110-25.5% | $5,060-39.5% | $4,651-34.2% |
| Admin fee / account holder | $159 | $639-75.1% | $8,388-98.1% | $433-63.2% |