Filed July 16, 2019 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $16,846 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Participant loan processing; Claims p... | $1,209 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,063 | $45,343+34.7% | $150,298-59.4% | $67,986-10.2% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 10.63% | 33.28%-22.6pp | 62.79%-52.2pp | 31.67%-21.0pp |
| Employer contribution / active EE | $2,961 | $1,462+102.5% | $4,154-28.7% | $2,019+46.7% |
| Participant deferral / active EE | $5,117 | $2,055+149.0% | $5,453-6.2% | $3,358+52.4% |
| Admin fee / account holder | $101 | $2,250-95.5% | $14,116-99.3% | $3,203-96.8% |