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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 | $36,002-23.6% | $161,489-83.0% | $64,728-57.5% |
| Participation rate | 94.7% | 57.4%+37.3pp | 78.7%+16.0pp | 57.9%+36.8pp |
| Annual return | 9.09% | 33.93%-24.8pp | 89.72%-80.6pp | 49.38%-40.3pp |
| Employer contribution / active EE | $4,100 | $1,380+197.2% | $4,268-3.9% | $2,243+82.8% |
| Participant deferral / active EE | $0 | $1,815-100.0% | $5,630-100.0% | $2,729-100.0% |
| Admin fee / account holder | $13 | $931-98.6% | $16,006-99.9% | $1,145-98.9% |