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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 51 · EIN 13-1614399 320 PARK AVE · NEW YORK, NY 10022 | Investment Mgmt Fees | $597 |
Filed as: FIDELITY INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$4,055 |
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 | $26,775 | $46,360-42.2% | $147,617-81.9% | $52,331-48.8% |
| Participation rate | 81.5% | 64.9%+16.5pp | 84.6%-3.1pp | 68.1%+13.4pp |
| Annual return | 4.51% | 1.62%+2.9pp | 61.98%-57.5pp | 4.54%0pp |
| Employer contribution / active EE | $921 | $2,126-56.7% | $5,564-83.5% | $1,882-51.1% |
| Participant deferral / active EE | $1,897 | $2,258-16.0% | $4,895-61.3% | $3,022-37.2% |
| Admin fee / account holder | $7 | $766-99.1% | $11,612-99.9% | $592-98.9% |