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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 | Participant loan processing; Account ... | $649 |
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 | $7,892 | $51,769-84.8% | $57,356-86.2% | $52,331-84.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | -0.52% | 2.43%-2.9pp | 24.41%-24.9pp | 4.54%-5.1pp |
| Employer contribution / active EE | $635 | $2,335-72.8% | $2,689-76.4% | $1,882-66.2% |
| Participant deferral / active EE | $1,624 | $2,794-41.9% | $3,162-48.6% | $3,022-46.3% |
| Admin fee / account holder | $4 | $295-98.5% | $3,357-99.9% | $592-99.2% |