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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Investment management; Recordkeeping ... | $5,287 |
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 | $6,524 | $52,293-87.5% | $178,499-96.3% | $73,412-91.1% |
| Participation rate | 89.1% | 65.3%+23.7pp | 81.9%+7.2pp | 72.2%+16.9pp |
| Annual return | 3.69% | 34.75%-31.1pp | 151.10%-147.4pp | 59.30%-55.6pp |
| Employer contribution / active EE | $638 | $1,735-63.3% | $5,011-87.3% | $2,234-71.4% |
| Participant deferral / active EE | $890 | $2,332-61.9% | $5,202-82.9% | $3,806-76.6% |
| Admin fee / account holder | $9 | $127-93.0% | $13,986-99.9% | $158-94.4% |