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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 | Account maintenance fees; Recordkeepi... | $864 |
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 | $10,475 | $47,977-78.2% | $154,111-93.2% | $56,287-81.4% |
| Participation rate | 97.9% | 66.2%+31.7pp | 83.0%+14.9pp | 69.9%+28.0pp |
| Annual return | -2.88% | 3.54%-6.4pp | 735.18%-738.1pp | -9.96%+7.1pp |
| Employer contribution / active EE | $478 | $2,169-78.0% | $5,298-91.0% | $2,111-77.4% |
| Participant deferral / active EE | $988 | $2,392-58.7% | $5,081-80.5% | $3,350-70.5% |
| Admin fee / account holder | $4 | $438-99.2% | $13,411-100.0% | $521-99.3% |