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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 | Account maintenance fees; Recordkeepi... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,344 | $36,916-72.0% | $156,551-93.4% | $57,658-82.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 2.25% | 12.38%-10.1pp | 32.23%-30.0pp | 5.13%-2.9pp |
| Employer contribution / active EE | $881 | $1,571-43.9% | $5,501-84.0% | $1,974-55.4% |
| Participant deferral / active EE | $630 | $1,926-67.3% | $4,871-87.1% | $3,061-79.4% |
| Admin fee / account holder | $4 | $82-95.4% | $13,028-100.0% | $95-96.0% |