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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; Recordkeepi... | $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 | $50,860-74.6% | $155,574-91.7% | $77,714-83.3% |
| Participation rate | 99.5% | 63.1%+36.4pp | 78.2%+21.3pp | 70.6%+28.9pp |
| Annual return | 8.17% | 34.86%-26.7pp | 64.87%-56.7pp | 31.26%-23.1pp |
| Employer contribution / active EE | $1,405 | $1,991-29.4% | $4,676-70.0% | $2,727-48.5% |
| Participant deferral / active EE | $1,482 | $2,825-47.5% | $5,629-73.7% | $4,649-68.1% |
| Admin fee / account holder | $164 | $436-62.4% | $15,914-99.0% | $433-62.1% |