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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $17,182 |
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE RPS INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,000 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $497 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,539 | $66,124-34.2% | $90,430-51.9% | $73,493-40.8% |
| Participation rate | 96.9% | 69.7%+27.2pp | 72.7%+24.2pp | 70.7%+26.2pp |
| Annual return | 18.19% | 17.65%+0.5pp | 1293.73%-1275.5pp | 28.51%-10.3pp |
| Employer contribution / active EE | $1,954 | $2,346-16.7% | $3,262-40.1% | $2,270-13.9% |
| Participant deferral / active EE | $6,034 | $3,039+98.6% | $3,963+52.3% | $3,740+61.4% |
| Admin fee / account holder | $27 | $396-93.3% | $5,613-99.5% | $513-94.8% |