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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 | $44,206-40.8% | $94,057-72.2% | $64,728-59.6% |
| Participation rate | 71.9% | 51.0%+21.0pp | 73.3%-1.4pp | 57.9%+14.0pp |
| Annual return | 9.97% | 259.42%-249.5pp | 480.62%-470.7pp | 49.38%-39.4pp |
| Employer contribution / active EE | $1,379 | $1,635-15.6% | $2,933-53.0% | $2,243-38.5% |
| Participant deferral / active EE | $1,837 | $1,902-3.4% | $4,709-61.0% | $2,729-32.7% |
| Admin fee / account holder | $107 | $1,230-91.3% | $7,244-98.5% | $1,145-90.7% |