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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA SEC. CORP. LLC Service code 15 120 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $28,920 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE, STE 700 · SANTA MONICA, CA 90401 | Named fiduciary | $4,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,601 | $66,004-62.7% | $81,820-69.9% | $77,714-68.3% |
| Participation rate | 68.4% | 65.8%+2.6pp | 72.4%-4.0pp | 70.6%-2.2pp |
| Annual return | 9.45% | 26.65%-17.2pp | 777.93%-768.5pp | 31.26%-21.8pp |
| Employer contribution / active EE | $1,227 | $2,375-48.3% | $2,915-57.9% | $2,727-55.0% |
| Participant deferral / active EE | $1,647 | $3,508-53.0% | $4,323-61.9% | $4,649-64.6% |
| Admin fee / account holder | $61 | $527-88.4% | $7,391-99.2% | $433-85.9% |