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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,837 | $86,050-70.0% | $189,758-86.4% | $94,015-72.5% |
| Participation rate | 87.1% | 68.9%+18.2pp | 79.8%+7.3pp | 70.8%+16.3pp |
| Annual return | 10.95% | 17.77%-6.8pp | 52.62%-41.7pp | 17.84%-6.9pp |
| Employer contribution / active EE | $1,154 | $2,819-59.1% | $4,767-75.8% | $2,790-58.6% |
| Participant deferral / active EE | $3,659 | $3,349+9.3% | $5,856-37.5% | $4,249-13.9% |
| Admin fee / account holder | $155 | $6,627-97.7% | $20,388-99.2% | $8,951-98.3% |