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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC4+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,919 |
Service code 49 · EIN 04-1590850 | Other Services | $10,888 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 65 320 PARK AVE · NEW YORK, NY 10022 | Account Maintenance | $396 |
AMERICAN FUNDS2 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
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 | $24,163 | $45,382-46.8% | $154,108-84.3% | $75,289-67.9% |
| Participation rate | 26.0% | 65.9%-39.9pp | 83.0%-57.0pp | 72.4%-46.4pp |
| Annual return | -3.85% | -0.47%-3.4pp | 735.21%-739.1pp | -0.04%-3.8pp |
| Employer contribution / active EE | $2 | $1,533-99.9% | $5,298-100.0% | $2,405-99.9% |
| Participant deferral / active EE | $878 | $2,384-63.2% | $5,081-82.7% | $3,739-76.5% |
| Admin fee / account holder | $22 | $89-75.1% | $13,411-99.8% | $102-78.3% |