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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 15 320 PARK AVE · NEW YORK, NY 10022 | Recordkeeping | $8,636 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,547 | $47,479-29.3% | $62,929-46.7% | $82,448-59.3% |
| Participation rate | 98.4% | 66.9%+31.5pp | 73.1%+25.3pp | 68.1%+30.3pp |
| Annual return | 9.09% | 20.34%-11.3pp | 1063.93%-1054.8pp | 41.64%-32.6pp |
| Employer contribution / active EE | $3,594 | $1,885+90.6% | $2,505+43.5% | $2,551+40.9% |
| Participant deferral / active EE | $2,815 | $2,870-1.9% | $3,888-27.6% | $4,139-32.0% |
| Admin fee / account holder | $306 | $3,804-92.0% | $5,065-94.0% | $7,234-95.8% |