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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 | Participant loan processing; Recordke... | $274 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,270 | $46,732-24.5% | $156,551-77.5% | $55,167-36.1% |
| Participation rate | 93.1% | 65.8%+27.3pp | 84.0%+9.1pp | 69.0%+24.1pp |
| Annual return | 5.26% | 17.72%-12.5pp | 32.23%-27.0pp | 169.23%-164.0pp |
| Employer contribution / active EE | $4,559 | $2,105+116.6% | $5,501-17.1% | $1,963+132.3% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-99.9% | $13,028-100.0% | $504-99.9% |