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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 28 · EIN 13-1614399 320 PARK AVE · NEW YORK CITY, NY 10022 | Investment Management | $546 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 28 · EIN 13-5570651 330 NW EXPRESSWAY · OKLAHOMA CITY, OK 73112 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,210 | $109,817-82.5% | $98,442-80.5% | $167,490-88.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.82% | 1956.69%-1938.9pp | 1492.73%-1474.9pp | 478.56%-460.7pp |
| Employer contribution / active EE | $1,226 | $3,224-62.0% | $2,960-58.6% | $4,837-74.7% |
| Participant deferral / active EE | $1,967 | $4,673-57.9% | $4,276-54.0% | $6,341-69.0% |
| Admin fee / account holder | $501 | $6,753-92.6% | $5,949-91.6% | $12,309-95.9% |