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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $40,757 |
Filed as: MUTUAL OF AMERICA INSURANCE COMPANY Service code 12 · EIN 13-1614399 | Account maintenance fees; Participant... | $1,637 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,940 | $50,919-74.6% | $155,556-91.7% | $77,762-83.4% |
| Participation rate | 99.5% | 63.1%+36.4pp | 78.2%+21.3pp | 70.6%+28.9pp |
| Annual return | 8.17% | 34.84%-26.7pp | 64.84%-56.7pp | 31.27%-23.1pp |
| Employer contribution / active EE | $1,405 | $1,991-29.5% | $4,675-70.0% | $2,728-48.5% |
| Participant deferral / active EE | $1,482 | $2,824-47.5% | $5,631-73.7% | $4,651-68.1% |
| Admin fee / account holder | $164 | $437-62.4% | $15,885-99.0% | $433-62.1% |