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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 | $50,554-33.6% | $67,681-50.4% | $87,485-61.7% |
| Participation rate | 98.4% | 67.7%+30.7pp | 73.7%+24.7pp | 68.9%+29.5pp |
| Annual return | 9.09% | 17.81%-8.7pp | 590.58%-581.5pp | 26.06%-17.0pp |
| Employer contribution / active EE | $3,594 | $1,988+80.7% | $2,678+34.2% | $2,596+38.4% |
| Participant deferral / active EE | $2,815 | $2,961-4.9% | $3,976-29.2% | $4,274-34.1% |
| Admin fee / account holder | $306 | $4,132-92.6% | $6,100-95.0% | $7,775-96.1% |