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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,377 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 43-0817642 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $138 |
Filed as: WILLSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,113 | $47,180+25.3% | $149,723-60.5% | $74,473-20.6% |
| Participation rate | 76.2% | 63.4%+12.8pp | 78.8%-2.6pp | 70.7%+5.5pp |
| Annual return | 16.90% | 22.75%-5.8pp | 134.50%-117.6pp | 34.36%-17.5pp |
| Employer contribution / active EE | $801 | $1,907-58.0% | $4,821-83.4% | $2,638-69.6% |
| Participant deferral / active EE | $3,220 | $2,730+17.9% | $5,682-43.3% | $4,530-28.9% |
| Admin fee / account holder | $135 | $343-60.7% | $13,215-99.0% | $347-61.2% |