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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $36,072 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE SUITE 700 · SANTA MONICA, CA 90401 | Named fiduciary | $5,153 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,835 | $45,000-55.9% | $143,799-86.2% | $77,906-74.5% |
| Participation rate | 83.3% | 66.8%+16.5pp | 80.3%+3.0pp | 73.7%+9.6pp |
| Annual return | -13.93% | 29.03%-43.0pp | -0.04%-13.9pp | 12.16%-26.1pp |
| Employer contribution / active EE | $1,548 | $1,870-17.2% | $4,952-68.7% | $2,846-45.6% |
| Participant deferral / active EE | $1,809 | $3,157-42.7% | $5,638-67.9% | $4,805-62.4% |
| Admin fee / account holder | $32 | $98-67.1% | $14,677-99.8% | $133-75.6% |