Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | Recordkeeping and information managem... | $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 | $60,261-21.4% | $81,783-42.1% | $74,546-36.5% |
| Participation rate | 93.9% | 62.9%+31.0pp | 72.4%+21.5pp | 67.2%+26.6pp |
| Annual return | 11.38% | 16.88%-5.5pp | 775.05%-763.7pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $1,995 | $2,622-23.9% | $2,913-31.5% | $2,624-24.0% |
| Participant deferral / active EE | $6,368 | $3,388+88.0% | $4,320+47.4% | $4,347+46.5% |
| Admin fee / account holder | $12 | $1,482-99.2% | $7,380-99.8% | $1,944-99.4% |