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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,334 |
Filed as: RELIASTAR LIFE INSURENCE COMPANY Service code 64 · EIN 41-0451140 P.O. BOX 5050 · MINOT, ND 58702 | Recordkeeping Fees | $0 |
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 | $26,968 | $47,977-43.8% | $154,108-82.5% | $56,289-52.1% |
| Participation rate | 92.9% | 66.2%+26.7pp | 83.0%+9.8pp | 69.9%+23.0pp |
| Annual return | -3.91% | 3.54%-7.4pp | 735.21%-739.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,525 | $2,169-29.7% | $5,298-71.2% | $2,111-27.8% |
| Participant deferral / active EE | $733 | $2,392-69.4% | $5,081-85.6% | $3,350-78.1% |
| Admin fee / account holder | $7 | $438-98.5% | $13,411-100.0% | $521-98.7% |