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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $2,173 |
Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,666 | $43,423-80.0% | $78,676-89.0% | $55,167-84.3% |
| Participation rate | 71.7% | 68.0%+3.6pp | 73.6%-1.9pp | 69.0%+2.7pp |
| Annual return | 7.48% | 11.53%-4.0pp | 62.19%-54.7pp | 169.23%-161.8pp |
| Employer contribution / active EE | $381 | $1,997-80.9% | $2,850-86.6% | $1,963-80.6% |
| Participant deferral / active EE | $490 | $2,509-80.5% | $3,517-86.1% | $3,054-84.0% |
| Admin fee / account holder | $9 | $416-97.9% | $4,510-99.8% | $504-98.3% |