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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,564 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 23 320 PARK AVENUE · NEW YORK, NY 10022 | Insurance services | $217 |
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 | $31,435 | $75,828-58.5% | $147,617-78.7% | $59,632-47.3% |
| Participation rate | 85.1% | 71.6%+13.5pp | 84.6%+0.4pp | 68.7%+16.4pp |
| Annual return | -1.23% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.32%-2042.6pp |
| Employer contribution / active EE | $2,142 | $3,485-38.5% | $5,565-61.5% | $2,203-2.7% |
| Participant deferral / active EE | $3,053 | $3,130-2.5% | $4,895-37.6% | $3,192-4.3% |
| Admin fee / account holder | $14 | $5,985-99.8% | $11,611-99.9% | $4,297-99.7% |