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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 | Participant loan processing; Recordke... | $782 |
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 | $9,105 | $46,732-80.5% | $156,551-94.2% | $55,167-83.5% |
| Participation rate | 97.7% | 65.8%+31.9pp | 84.0%+13.7pp | 69.0%+28.7pp |
| Annual return | 6.22% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $494 | $2,105-76.5% | $5,501-91.0% | $1,963-74.8% |
| Participant deferral / active EE | $923 | $2,204-58.1% | $4,871-81.0% | $3,054-69.8% |
| Admin fee / account holder | $3 | $418-99.3% | $13,028-100.0% | $504-99.4% |