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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,490 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $9 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,124 | $65,083-49.1% | $143,788-77.0% | $66,930-50.5% |
| Participation rate | 87.8% | 65.2%+22.6pp | 80.3%+7.5pp | 69.8%+18.0pp |
| Annual return | -16.27% | -11.13%-5.1pp | -0.03%-16.2pp | 1.57%-17.8pp |
| Employer contribution / active EE | $2,198 | $2,361-6.9% | $4,952-55.6% | $2,545-13.6% |
| Participant deferral / active EE | $1,543 | $2,920-47.1% | $5,638-72.6% | $4,238-63.6% |
| Admin fee / account holder | $12 | $502-97.6% | $14,675-99.9% | $593-98.0% |