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| Provider | Service type | Compensation |
|---|---|---|
Filed as: REILLY FINANCIAL ADVISORS LLC Service code 27 7777 ALVARADO RD STE 116 · LA MESA, CA 919428245 | Advisory (Plan) | $6,231 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 28 320 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,760 | $95,406-78.2% | $185,849-88.8% | $85,847-75.8% |
| Participation rate | 64.4% | 68.8%-4.4pp | 81.7%-17.3pp | 69.3%-5.0pp |
| Annual return | 31.21% | 23.59%+7.6pp | 122.10%-90.9pp | 318.61%-287.4pp |
| Employer contribution / active EE | $716 | $3,314-78.4% | $5,169-86.1% | $2,565-72.1% |
| Participant deferral / active EE | $3,184 | $3,424-7.0% | $5,569-42.8% | $3,952-19.4% |
| Admin fee / account holder | $93 | $7,214-98.7% | $16,244-99.4% | $6,261-98.5% |