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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INS. CO. Service code 12 · EIN 13-1614399 | Account maintenance fees; Recordkeepi... | $4,335 |
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 | $36,368 | $52,967-31.3% | $172,753-78.9% | $65,186-44.2% |
| Participation rate | 92.2% | 66.2%+26.0pp | 82.6%+9.6pp | 70.2%+22.0pp |
| Annual return | 17.85% | 30.12%-12.3pp | 803.00%-785.2pp | 29.39%-11.5pp |
| Employer contribution / active EE | $2,625 | $2,190+19.8% | $5,144-49.0% | $2,177+20.6% |
| Participant deferral / active EE | $1,791 | $2,471-27.5% | $5,198-65.5% | $3,514-49.0% |
| Admin fee / account holder | $16 | $472-96.5% | $13,956-99.9% | $847-98.1% |