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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... | $3,724 |
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.
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 | $9,600 | $55,453-82.7% | $170,435-94.4% | $62,293-84.6% |
| Participation rate | 99.2% | 66.4%+32.8pp | 83.6%+15.6pp | 69.5%+29.7pp |
| Annual return | 7.66% | 21.38%-13.7pp | 205.94%-198.3pp | 28.90%-21.2pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,170 | $2,303-49.2% | $4,939-76.3% | $3,169-63.1% |
| Admin fee / account holder | $41 | $455-91.0% | $13,881-99.7% | $479-91.5% |