Filed January 19, 2024
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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 | Participant loan processing; Claims p... | $11,715 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,090 | $110,699+104.2% | $177,839+27.1% | $90,274+150.4% |
| Participation rate | 99.4% | 88.3%+11.0pp | 87.7%+11.6pp | 73.4%+26.0pp |
| Annual return | 25.56% | 22.79%+2.8pp | 48.33%-22.8pp | 53.97%-28.4pp |
| Employer contribution / active EE | $2,997 | $4,118-27.2% | $5,919-49.4% | $2,523+18.8% |
| Participant deferral / active EE | $9,701 | $6,731+44.1% | $7,714+25.8% | $4,231+129.3% |
| Admin fee / account holder | $0 | $90-100.0% | $12,432-100.0% | $114-100.0% |