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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 | Account maintenance fees; Recordkeepi... | $3,368 |
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 | $29,423 | $55,453-46.9% | $170,435-82.7% | $62,293-52.8% |
| Participation rate | 87.8% | 66.4%+21.4pp | 83.6%+4.2pp | 69.5%+18.2pp |
| Annual return | 11.82% | 21.38%-9.6pp | 205.94%-194.1pp | 28.90%-17.1pp |
| Employer contribution / active EE | $2,445 | $2,164+13.0% | $5,432-55.0% | $2,042+19.7% |
| Participant deferral / active EE | $2,512 | $2,303+9.1% | $4,939-49.1% | $3,169-20.7% |
| Admin fee / account holder | $185 | $455-59.3% | $13,881-98.7% | $479-61.3% |