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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 | $51,184-34.5% | $66,439-49.5% | $86,983-61.4% |
| Participation rate | 98.4% | 68.5%+29.9pp | 74.5%+23.9pp | 69.5%+28.9pp |
| Annual return | 9.09% | 17.07%-8.0pp | 757.66%-748.6pp | 25.83%-16.7pp |
| Employer contribution / active EE | $3,594 | $2,023+77.7% | $2,637+36.3% | $2,584+39.0% |
| Participant deferral / active EE | $2,815 | $2,927-3.8% | $3,876-27.4% | $4,194-32.9% |
| Admin fee / account holder | $306 | $4,154-92.6% | $6,173-95.0% | $7,856-96.1% |