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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Account maintenance fees; Claims proc... | $6,716 |
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 | $21,426 | $56,540-62.1% | $185,849-88.5% | $86,821-75.3% |
| Participation rate | 94.9% | 65.5%+29.3pp | 81.7%+13.1pp | 72.3%+22.6pp |
| Annual return | 19.16% | 118.20%-99.0pp | 122.10%-102.9pp | 97.94%-78.8pp |
| Employer contribution / active EE | $2,657 | $1,844+44.1% | $5,169-48.6% | $2,406+10.4% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $10 | $150-93.1% | $16,244-99.9% | $170-93.9% |