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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Claim... | $17,463 |
Filed as: MUTUAL OF AMERICA Service code 15 · EIN 13-1614399 | Recordkeeping | $74 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,229 | $47,173+21.3% | $149,740-61.8% | $74,478-23.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 16.11% | 22.75%-6.6pp | 134.51%-118.4pp | 34.37%-18.3pp |
| Employer contribution / active EE | $0 | $1,903-100.0% | $4,821-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,683-100.0% | $4,530-100.0% |
| Admin fee / account holder | $18 | $343-94.8% | $13,222-99.9% | $347-94.8% |