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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $2,155 |
Service code 10 3136 WINTON ROAD SOUTH · ROCHESTER, NY 14623 | Accounting | $2,150 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $368 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,326 | $50,919-64.0% | $155,556-88.2% | $77,762-76.4% |
| Participation rate | 11.5% | 63.1%-51.6pp | 78.2%-66.8pp | 70.6%-59.1pp |
| Annual return | 11.80% | 34.84%-23.0pp | 64.84%-53.0pp | 31.27%-19.5pp |
| Employer contribution / active EE | $191 | $1,991-90.4% | $4,675-95.9% | $2,728-93.0% |
| Participant deferral / active EE | $341 | $2,824-87.9% | $5,631-93.9% | $4,651-92.7% |
| Admin fee / account holder | $29 | $437-93.4% | $15,885-99.8% | $433-93.3% |