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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... | $1,014 |
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 | $11,273 | $47,977-76.5% | $154,108-92.7% | $56,289-80.0% |
| Participation rate | 92.5% | 66.2%+26.3pp | 83.0%+9.5pp | 69.9%+22.7pp |
| Annual return | 11.98% | 3.54%+8.4pp | 735.21%-723.2pp | -9.96%+21.9pp |
| Employer contribution / active EE | $317 | $2,169-85.4% | $5,298-94.0% | $2,111-85.0% |
| Participant deferral / active EE | $2,633 | $2,392+10.1% | $5,081-48.2% | $3,350-21.4% |
| Admin fee / account holder | $2 | $438-99.4% | $13,411-100.0% | $521-99.5% |