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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; Participant... | $7,232 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,413 | $46,173-81.8% | $170,435-95.1% | $69,631-87.9% |
| Participation rate | 86.6% | 63.9%+22.7pp | 83.6%+3.0pp | 70.7%+16.0pp |
| Annual return | 1.76% | 21.62%-19.9pp | 205.94%-204.2pp | 27571.02%-27569.3pp |
| Employer contribution / active EE | $1,264 | $1,610-21.4% | $5,432-76.7% | $2,032-37.8% |
| Participant deferral / active EE | $671 | $2,080-67.7% | $4,939-86.4% | $3,224-79.2% |
| Admin fee / account holder | $104 | $116-10.4% | $13,881-99.3% | $110-5.9% |