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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 22 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Insurance Broker | $4,134 |
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 | $7,497 | $37,196-79.8% | $154,111-95.1% | $55,725-86.5% |
| Participation rate | 96.5% | 64.1%+32.4pp | 83.0%+13.5pp | 70.9%+25.7pp |
| Annual return | 14.62% | 1319.68%-1305.1pp | 735.18%-720.6pp | 244.93%-230.3pp |
| Employer contribution / active EE | $697 | $1,614-56.8% | $5,298-86.8% | $2,078-66.5% |
| Participant deferral / active EE | $812 | $2,068-60.8% | $5,081-84.0% | $3,356-75.8% |
| Admin fee / account holder | $9 | $102-91.2% | $13,411-99.9% | $115-92.2% |