Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL Service code 13 48 S SERVICE RD, #402 · MELVILLE, NY 11747 | Contract Administrator | $4,263 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,521 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,072 | $37,196-59.5% | $154,108-90.2% | $55,725-73.0% |
| Participation rate | 53.4% | 64.1%-10.7pp | 83.0%-29.6pp | 70.9%-17.5pp |
| Annual return | 5.95% | 1319.68%-1313.7pp | 735.21%-729.3pp | 244.93%-239.0pp |
| Employer contribution / active EE | $1,439 | $1,614-10.9% | $5,298-72.8% | $2,078-30.8% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $32 | $102-68.5% | $13,411-99.8% | $115-72.2% |