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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $82,308 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $37,000 |
Filed as: MUTUAL OF AMERICA LIFE INS. CO. Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,290 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,638 | $47,634+79.8% | $90,461-5.3% | $90,274-5.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.7%+27.3pp | 73.4%+26.6pp |
| Annual return | 15.74% | 19.61%-3.9pp | 1294.76%-1279.0pp | 53.97%-38.2pp |
| Employer contribution / active EE | $5,633 | $1,749+222.1% | $3,264+72.6% | $2,523+123.2% |
| Participant deferral / active EE | $6,832 | $2,824+141.9% | $3,964+72.3% | $4,231+61.5% |
| Admin fee / account holder | $59 | $106-44.1% | $5,617-98.9% | $114-48.0% |