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| Provider | Service type | Compensation |
|---|---|---|
REILLY, PENNER & BENTON LLP3 years Filed as: REILLY FINANCIAL ADVISORS LLC Service code 27 7777 ALVARADO RD STE 116 · LA MESA, CA 919428245 | Advisory (Plan) | $6,798 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,742 | $77,908-75.9% | $149,696-87.5% | $75,173-75.1% |
| Participation rate | 98.6% | 65.6%+33.1pp | 78.8%+19.9pp | 67.2%+31.4pp |
| Annual return | 9.37% | 31.73%-22.4pp | 134.46%-125.1pp | 160.72%-151.4pp |
| Employer contribution / active EE | $1,375 | $3,138-56.2% | $4,821-71.5% | $2,671-48.5% |
| Participant deferral / active EE | $4,168 | $3,411+22.2% | $5,682-26.7% | $4,126+1.0% |
| Admin fee / account holder | $84 | $5,950-98.6% | $13,212-99.4% | $5,651-98.5% |