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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 | $4,384 |
Annual investment return 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 | $7,657 | $62,928-87.8% | $172,755-95.6% | $67,579-88.7% |
| Participation rate | 95.7% | 64.5%+31.3pp | 82.6%+13.1pp | 71.3%+24.5pp |
| Annual return | 5.75% | 30.36%-24.6pp | 802.94%-797.2pp | 378.56%-372.8pp |
| Employer contribution / active EE | $699 | $1,636-57.3% | $5,144-86.4% | $2,148-67.5% |
| Participant deferral / active EE | $957 | $2,145-55.4% | $5,198-81.6% | $3,539-73.0% |
| Admin fee / account holder | $9 | $167-94.5% | $13,955-99.9% | $142-93.5% |