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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 27 5440 W 110TH STREET · LEAWOOD, KS 662111218 | Advisory (Plan) | $10,069 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 28 320 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $0 |
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 | $25,837 | $76,407-66.2% | $150,298-82.8% | $82,448-68.7% |
| Participation rate | 87.1% | 66.4%+20.7pp | 77.8%+9.3pp | 68.1%+19.0pp |
| Annual return | 10.95% | 39.99%-29.0pp | 62.79%-51.8pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,154 | $2,614-55.9% | $4,154-72.2% | $2,551-54.8% |
| Participant deferral / active EE | $3,659 | $3,214+13.8% | $5,453-32.9% | $4,139-11.6% |
| Admin fee / account holder | $155 | $6,352-97.6% | $14,116-98.9% | $7,234-97.9% |