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 | Claims processing; Participant loan 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 | $43,496+40.4% | $161,489-62.2% | $64,340-5.1% |
| Participation rate | 100.0% | 53.5%+46.5pp | 78.7%+21.3pp | 55.2%+44.8pp |
| Annual return | 10.63% | 20.76%-10.1pp | 89.72%-79.1pp | 24.14%-13.5pp |
| Employer contribution / active EE | $2,961 | $1,431+106.9% | $4,268-30.6% | $1,862+59.0% |
| Participant deferral / active EE | $5,117 | $1,996+156.4% | $5,630-9.1% | $2,980+71.7% |
| Admin fee / account holder | $101 | $2,330-95.6% | $16,006-99.4% | $3,703-97.3% |