Filed December 7, 2016 (most recent of 2 filings on file)
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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 | Recordkeeping and information managem... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,786 | $45,382-82.8% | $154,111-94.9% | $75,289-89.7% |
| Participation rate | 99.0% | 65.9%+33.1pp | 83.0%+16.0pp | 72.4%+26.6pp |
| Annual return | 7.33% | -0.47%+7.8pp | 735.18%-727.9pp | -0.04%+7.4pp |
| Employer contribution / active EE | $281 | $1,533-81.7% | $5,298-94.7% | $2,405-88.3% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $13,411-100.0% | $102-100.0% |