Filed January 29, 2024
Total covered: 32 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $5,671 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,882 | $55,453-65.9% | $170,435-88.9% | $62,293-69.7% |
| Participation rate | 87.5% | 66.4%+21.1pp | 83.6%+3.9pp | 69.5%+18.0pp |
| Annual return | 10.00% | 21.38%-11.4pp | 205.94%-195.9pp | 28.90%-18.9pp |
| Employer contribution / active EE | $507 | $2,164-76.6% | $5,432-90.7% | $2,042-75.2% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $14 | $455-97.0% | $13,881-99.9% | $479-97.2% |