Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MUTUAL OF AMERICA SEC. CORP LLC3+ years Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $5,817 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $212 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,078 | $50,919-95.9% | $155,556-98.7% | $77,762-97.3% |
| Participation rate | 59.6% | 63.1%-3.5pp | 78.2%-18.6pp | 70.6%-11.0pp |
| Annual return | 17.50% | 34.84%-17.3pp | 64.84%-47.3pp | 31.27%-13.8pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $456 | $2,824-83.9% | $5,631-91.9% | $4,651-90.2% |
| Admin fee / account holder | $66 | $437-84.9% | $15,885-99.6% | $433-84.8% |