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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $88,431 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $37,012 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 43-0817642 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $182 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Filed as: WILLSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILLSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,908 | $50,919+25.5% | $155,556-58.9% | $77,762-17.8% |
| Participation rate | 77.0% | 63.1%+14.0pp | 78.2%-1.2pp | 70.6%+6.5pp |
| Annual return | 12.13% | 34.84%-22.7pp | 64.84%-52.7pp | 31.27%-19.1pp |
| Employer contribution / active EE | $830 | $1,991-58.3% | $4,675-82.3% | $2,728-69.6% |
| Participant deferral / active EE | $3,586 | $2,824+27.0% | $5,631-36.3% | $4,651-22.9% |
| Admin fee / account holder | $199 | $437-54.4% | $15,885-98.7% | $433-54.0% |