Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $78,690-67.2% | $161,489-84.0% | $87,485-70.5% |
| Participation rate | 87.1% | 67.5%+19.6pp | 78.7%+8.4pp | 68.9%+18.2pp |
| Annual return | 10.95% | 32.74%-21.8pp | 89.72%-78.8pp | 26.06%-15.1pp |
| Employer contribution / active EE | $1,154 | $2,588-55.4% | $4,268-73.0% | $2,596-55.6% |
| Participant deferral / active EE | $3,659 | $3,311+10.5% | $5,630-35.0% | $4,274-14.4% |
| Admin fee / account holder | $155 | $6,724-97.7% | $16,006-99.0% | $7,775-98.0% |