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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE RPS INC Service code 15 · EIN 52-1309931 | Recordkeeping | $2,540 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $262 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,360 | $60,305-21.5% | $81,780-42.1% | $74,400-36.3% |
| Participation rate | 93.9% | 62.9%+31.0pp | 72.4%+21.5pp | 67.2%+26.6pp |
| Annual return | 11.38% | 16.89%-5.5pp | 776.27%-764.9pp | 1367.51%-1356.1pp |
| Employer contribution / active EE | $1,995 | $2,623-23.9% | $2,914-31.5% | $2,624-24.0% |
| Participant deferral / active EE | $6,368 | $3,390+87.9% | $4,321+47.4% | $4,348+46.5% |
| Admin fee / account holder | $12 | $1,484-99.2% | $7,384-99.8% | $1,944-99.4% |