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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... | $1,003 |
Annual investment return 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 | $24,774 | $77,638-68.1% | $156,551-84.2% | $62,881-60.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -0.41% | 50.33%-50.7pp | 32.23%-32.6pp | 20.14%-20.6pp |
| Employer contribution / active EE | $2,209 | $3,444-35.8% | $5,501-59.8% | $2,281-3.1% |
| Participant deferral / active EE | $2,413 | $3,046-20.8% | $4,871-50.5% | $3,203-24.7% |
| Admin fee / account holder | $9 | $5,561-99.8% | $13,028-99.9% | $4,296-99.8% |