Filed July 18, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $16,270 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Account maintenance fees; Claims proc... | $1,243 |
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 | $93,959 | $74,552+26.0% | $63,018+49.1% | $69,631+34.9% |
| Participation rate | 92.5% | 78.3%+14.2pp | 74.8%+17.7pp | 70.7%+21.8pp |
| Annual return | 0.00% | 15.77%-15.8pp | 87.62%-87.6pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $3,051 | $2,929+4.2% | $2,761+10.5% | $2,032+50.1% |
| Participant deferral / active EE | $2,821 | $2,974-5.2% | $3,330-15.3% | $3,224-12.5% |
| Admin fee / account holder | $18 | $59-69.9% | $3,601-99.5% | $110-83.8% |