Filed March 31, 2025
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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 | Recordkeeping and information managem... | $2,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,041 | $55,453-56.6% | $170,435-85.9% | $62,293-61.4% |
| Participation rate | 92.7% | 66.4%+26.3pp | 83.6%+9.1pp | 69.5%+23.2pp |
| Annual return | 11.69% | 21.38%-9.7pp | 205.94%-194.3pp | 28.90%-17.2pp |
| Employer contribution / active EE | $3,194 | $2,164+47.6% | $5,432-41.2% | $2,042+56.4% |
| Participant deferral / active EE | $1,675 | $2,303-27.2% | $4,939-66.1% | $3,169-47.1% |
| Admin fee / account holder | $13 | $455-97.2% | $13,881-99.9% | $479-97.3% |