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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 | $60,261+274.1% | $81,783+175.7% | $74,546+202.4% |
| Participation rate | 85.6% | 62.9%+22.7pp | 72.4%+13.2pp | 67.2%+18.4pp |
| Annual return | 15.73% | 16.88%-1.2pp | 775.05%-759.3pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $10,345 | $2,622+294.6% | $2,913+255.2% | $2,624+294.2% |
| Participant deferral / active EE | $9,812 | $3,388+189.6% | $4,320+127.1% | $4,347+125.7% |
| Admin fee / account holder | $4 | $1,482-99.7% | $7,380-99.9% | $1,944-99.8% |