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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT2 years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 S WACKER DR 6500 · CHICAGO, IL 60606 | Advisory (Plan) | $12,499 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $9,802 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $120 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,092 | $104,482-35.8% | $159,455-57.9% | $79,393-15.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 14.52% | 67.96%-53.4pp | 263.63%-249.1pp | 116.87%-102.4pp |
| Employer contribution / active EE | $1,776 | $3,416-48.0% | $4,830-63.2% | $2,428-26.8% |
| Participant deferral / active EE | $4,490 | $6,467-30.6% | $7,353-38.9% | $4,046+11.0% |
| Admin fee / account holder | $86 | $711-88.0% | $10,800-99.2% | $627-86.3% |