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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,545 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,264 | $55,472-41.8% | $155,567-79.3% | $74,546-56.7% |
| Participation rate | 95.3% | 61.9%+33.4pp | 78.2%+17.1pp | 67.2%+28.1pp |
| Annual return | 9.94% | 268.72%-258.8pp | 64.74%-54.8pp | 1366.03%-1356.1pp |
| Employer contribution / active EE | $2,882 | $2,269+27.0% | $4,674-38.3% | $2,624+9.8% |
| Participant deferral / active EE | $604 | $2,838-78.7% | $5,628-89.3% | $4,347-86.1% |
| Admin fee / account holder | $12 | $1,743-99.3% | $15,916-99.9% | $1,944-99.4% |