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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA SEC. CORP. LLC Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $61,854 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE, STE 700 · SANTA MONICA, CA 90401 | Named fiduciary | $10,309 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,158 | $49,796-47.5% | $136,867-80.9% | $69,255-62.2% |
| Participation rate | 71.9% | 62.1%+9.9pp | 74.5%-2.6pp | 69.0%+2.9pp |
| Annual return | 9.97% | 12.45%-2.5pp | 42.97%-33.0pp | 26.73%-16.8pp |
| Employer contribution / active EE | $1,379 | $2,044-32.5% | $3,547-61.1% | $2,645-47.9% |
| Participant deferral / active EE | $1,837 | $2,062-10.9% | $4,924-62.7% | $2,890-36.5% |
| Admin fee / account holder | $107 | $484-78.0% | $10,340-99.0% | $733-85.5% |