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 |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,919 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 23 320 PARK AVENUE · NEW YORK, NY 10022 | Insurance services | $84 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,420 | $77,638-42.8% | $156,551-71.6% | $62,881-29.4% |
| Participation rate | 83.0% | 71.2%+11.8pp | 84.0%-1.0pp | 69.3%+13.7pp |
| Annual return | 8.97% | 50.33%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,418 | $3,444-29.8% | $5,501-56.0% | $2,281+6.0% |
| Participant deferral / active EE | $3,853 | $3,046+26.5% | $4,871-20.9% | $3,203+20.3% |
| Admin fee / account holder | $42 | $5,561-99.2% | $13,028-99.7% | $4,296-99.0% |