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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $28,072 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $64 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,248 | $45,343-42.1% | $150,298-82.5% | $67,986-61.4% |
| Participation rate | 44.5% | 51.9%-7.3pp | 77.8%-33.2pp | 57.2%-12.7pp |
| Annual return | 13.41% | 33.28%-19.9pp | 62.79%-49.4pp | 31.67%-18.3pp |
| Employer contribution / active EE | $1,104 | $1,462-24.5% | $4,154-73.4% | $2,019-45.3% |
| Participant deferral / active EE | $1,680 | $2,055-18.2% | $5,453-69.2% | $3,358-50.0% |
| Admin fee / account holder | $152 | $2,250-93.2% | $14,116-98.9% | $3,203-95.2% |