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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 | Participant loan processing; Claims p... | $2,092 |
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 | $28,845 | $61,295-52.9% | $149,682-80.7% | $71,476-59.6% |
| Participation rate | 94.8% | 62.5%+32.3pp | 78.8%+16.1pp | 67.9%+26.9pp |
| Annual return | 10.54% | 35.86%-25.3pp | 134.35%-123.8pp | 28.85%-18.3pp |
| Employer contribution / active EE | $2,887 | $2,380+21.3% | $4,818-40.1% | $2,589+11.5% |
| Participant deferral / active EE | $592 | $2,918-79.7% | $5,681-89.6% | $4,290-86.2% |
| Admin fee / account holder | $8 | $1,262-99.3% | $13,210-99.9% | $1,587-99.5% |