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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $119,004 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Recordkeeping and information managem... | $231 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,447 | $60,504+272.6% | $81,882+175.3% | $74,478+202.7% |
| Participation rate | 85.6% | 62.9%+22.6pp | 72.4%+13.2pp | 67.2%+18.3pp |
| Annual return | 15.73% | 16.91%-1.2pp | 779.47%-763.7pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $10,345 | $2,627+293.8% | $2,916+254.8% | $2,626+293.9% |
| Participant deferral / active EE | $9,812 | $3,400+188.6% | $4,323+127.0% | $4,350+125.5% |
| Admin fee / account holder | $4 | $1,492-99.7% | $7,360-99.9% | $1,946-99.8% |