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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Account ... | $67,765 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $49,070 |
Filed as: MUTUAL OF AMERICA LIFE INS. CO. Service code 64 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping Fees | $1,325 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $66,020 | $37,884+74.3% | $79,467-16.9% | $75,289-12.3% |
| Participation rate | 96.2% | 65.0%+31.2pp | 73.3%+22.8pp | 72.4%+23.7pp |
| Annual return | -4.35% | 1.06%-5.4pp | 718.30%-722.7pp | -0.04%-4.3pp |
| Employer contribution / active EE | $4,746 | $1,680+182.5% | $2,800+69.5% | $2,405+97.3% |
| Participant deferral / active EE | $5,700 | $2,569+121.9% | $3,704+53.9% | $3,739+52.5% |
| Admin fee / account holder | $68 | $77-11.3% | $5,104-98.7% | $102-33.6% |