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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 5440 W 110TH STREET · LEAWOOD, KS 662111218 | Advisory (Plan) | $8,781 |
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 | $23,652 | $55,446-57.3% | $155,574-84.8% | $74,429-68.2% |
| Participation rate | 78.3% | 61.9%+16.4pp | 78.2%+0.1pp | 67.2%+11.1pp |
| Annual return | 14.39% | 269.20%-254.8pp | 64.87%-50.5pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $902 | $2,266-60.2% | $4,676-80.7% | $2,625-65.6% |
| Participant deferral / active EE | $3,100 | $2,836+9.3% | $5,629-44.9% | $4,348-28.7% |
| Admin fee / account holder | $98 | $1,743-94.4% | $15,914-99.4% | $1,944-95.0% |