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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Account maintenance fees; Participant... | $5,405 |
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 | $11,438 | $62,928-81.8% | $172,752-93.4% | $67,579-83.1% |
| Participation rate | 80.7% | 64.5%+16.2pp | 82.6%-2.0pp | 71.3%+9.4pp |
| Annual return | 20.20% | 30.36%-10.2pp | 802.97%-782.8pp | 378.56%-358.4pp |
| Employer contribution / active EE | $282 | $1,636-82.7% | $5,144-94.5% | $2,148-86.9% |
| Participant deferral / active EE | $921 | $2,145-57.1% | $5,198-82.3% | $3,539-74.0% |
| Admin fee / account holder | $9 | $167-94.6% | $13,955-99.9% | $142-93.6% |