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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA SEC CORP LLC Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $22,896 |
EDWARD JONES6 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $0 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 31 1299 OCEAN AVENUE SUITE 700 · SANTA MONICA, CA 90401 | Named fiduciary | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,944 | $55,472-15.4% | $155,567-69.8% | $74,546-37.0% |
| Participation rate | 98.6% | 61.9%+36.7pp | 78.2%+20.4pp | 67.2%+31.4pp |
| Annual return | 8.19% | 268.72%-260.5pp | 64.74%-56.5pp | 1366.03%-1357.8pp |
| Employer contribution / active EE | $2,434 | $2,269+7.3% | $4,674-47.9% | $2,624-7.3% |
| Participant deferral / active EE | $1,169 | $2,838-58.8% | $5,628-79.2% | $4,347-73.1% |
| Admin fee / account holder | $177 | $1,743-89.9% | $15,916-98.9% | $1,944-90.9% |