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; Recordke... | $1,209 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,063 | $43,749+39.6% | $158,223-61.4% | $65,306-6.5% |
| Participation rate | 100.0% | 56.9%+43.1pp | 79.2%+20.8pp | 57.7%+42.3pp |
| Annual return | 10.63% | 19.41%-8.8pp | 52.09%-41.5pp | 21.94%-11.3pp |
| Employer contribution / active EE | $2,961 | $1,497+97.7% | $4,109-27.9% | $1,967+50.5% |
| Participant deferral / active EE | $5,117 | $2,019+153.4% | $5,467-6.4% | $2,959+72.9% |
| Admin fee / account holder | $101 | $1,930-94.7% | $16,047-99.4% | $3,480-97.1% |