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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 | $51,878-49.6% | $68,368-61.7% | $79,634-67.2% |
| Participation rate | 71.9% | 53.7%+18.2pp | 73.8%-1.8pp | 62.5%+9.5pp |
| Annual return | 9.97% | 137.43%-127.5pp | 292.57%-282.6pp | 36.46%-26.5pp |
| Employer contribution / active EE | $1,379 | $1,931-28.6% | $2,649-47.9% | $2,529-45.5% |
| Participant deferral / active EE | $1,837 | $2,577-28.7% | $4,123-55.5% | $3,835-52.1% |
| Admin fee / account holder | $107 | $942-88.7% | $5,150-97.9% | $1,002-89.4% |