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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Recordkeeping and information managem... | $11,357 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,490 | $46,464-40.8% | $150,298-81.7% | $79,634-65.5% |
| Participation rate | 94.7% | 57.0%+37.8pp | 77.8%+17.0pp | 62.5%+32.2pp |
| Annual return | 9.09% | 27.89%-18.8pp | 62.79%-53.7pp | 36.46%-27.4pp |
| Employer contribution / active EE | $4,100 | $1,512+171.2% | $4,154-1.3% | $2,529+62.1% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $13 | $891-98.6% | $14,116-99.9% | $1,002-98.7% |