Filed February 24, 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... | $1,269 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,459 | $84,236-87.6% | $170,435-93.9% | $70,126-85.1% |
| Participation rate | 98.8% | 70.8%+27.9pp | 83.6%+15.2pp | 69.5%+29.2pp |
| Annual return | 10.91% | 23.06%-12.2pp | 205.94%-195.0pp | 73.15%-62.2pp |
| Employer contribution / active EE | $1,421 | $3,387-58.0% | $5,432-73.8% | $2,343-39.3% |
| Participant deferral / active EE | $895 | $3,086-71.0% | $4,939-81.9% | $3,332-73.1% |
| Admin fee / account holder | $7 | $5,698-99.9% | $13,881-99.9% | $4,645-99.8% |