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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $74,795 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $10,000 |
Filed as: MUTUAL OF AMERICA LIFE INS. CO. Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,303 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $74,076 | $44,794+65.4% | $90,324-18.0% | $77,775-4.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 73.3%+26.7pp | 73.2%+26.8pp |
| Annual return | 22.26% | 28.23%-6.0pp | 78.15%-55.9pp | 32.58%-10.3pp |
| Employer contribution / active EE | $5,174 | $1,809+186.1% | $2,856+81.2% | $2,504+106.7% |
| Participant deferral / active EE | $6,240 | $2,642+136.2% | $3,885+60.6% | $3,966+57.4% |
| Admin fee / account holder | $44 | $94-53.7% | $5,356-99.2% | $100-56.3% |