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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 320 PARK AVENEU · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,538 |
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 | $5,806 | $53,128-89.1% | $86,582-93.3% | $70,126-91.7% |
| Participation rate | 93.9% | 65.3%+28.6pp | 73.5%+20.4pp | 69.5%+24.4pp |
| Annual return | 13.29% | 27.66%-14.4pp | 965.08%-951.8pp | 73.15%-59.9pp |
| Employer contribution / active EE | $413 | $2,068-80.0% | $2,839-85.5% | $2,343-82.4% |
| Participant deferral / active EE | $2,430 | $2,695-9.8% | $3,609-32.7% | $3,332-27.1% |
| Admin fee / account holder | $10 | $3,584-99.7% | $4,904-99.8% | $4,645-99.8% |