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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... | $7,560 |
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 | $8,699 | $37,196-76.6% | $154,108-94.4% | $55,725-84.4% |
| Participation rate | 86.5% | 64.1%+22.4pp | 83.0%+3.5pp | 70.9%+15.7pp |
| Annual return | -2.04% | 1319.68%-1321.7pp | 735.21%-737.2pp | 244.93%-247.0pp |
| Employer contribution / active EE | $1,466 | $1,614-9.2% | $5,298-72.3% | $2,078-29.5% |
| Participant deferral / active EE | $826 | $2,068-60.1% | $5,081-83.7% | $3,356-75.4% |
| Admin fee / account holder | $83 | $102-18.8% | $13,411-99.4% | $115-28.4% |