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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,887 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,718 |
Filed as: MUTUAL OF AMERICA LIFE INS. CO. Service code 12 · EIN 13-1614399 | Account maintenance fees; Claims proc... | $427 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,381 | $37,213-42.5% | $156,551-86.3% | $63,975-66.6% |
| Participation rate | 33.9% | 65.0%-31.1pp | 84.0%-50.1pp | 71.1%-37.3pp |
| Annual return | 8.84% | 47.89%-39.0pp | 32.23%-23.4pp | 48.65%-39.8pp |
| Employer contribution / active EE | $8 | $1,357-99.4% | $5,501-99.9% | $2,182-99.6% |
| Participant deferral / active EE | $828 | $2,070-60.0% | $4,871-83.0% | $3,356-75.3% |
| Admin fee / account holder | $17 | $56-70.5% | $13,028-99.9% | $70-76.4% |