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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... | $2,507 |
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 | $15,673 | $58,895-73.4% | $178,503-91.2% | $73,497-78.7% |
| Participation rate | 99.3% | 66.2%+33.1pp | 81.9%+17.4pp | 70.7%+28.7pp |
| Annual return | 8.83% | 24.86%-16.0pp | 151.12%-142.3pp | 28.51%-19.7pp |
| Employer contribution / active EE | $1,925 | $2,236-13.9% | $5,011-61.6% | $2,270-15.2% |
| Participant deferral / active EE | $758 | $2,567-70.5% | $5,202-85.4% | $3,740-79.7% |
| Admin fee / account holder | $11 | $400-97.3% | $13,987-99.9% | $513-97.9% |