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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 | Claims processing; Recordkeeping and ... | $163 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,052 | $47,977-29.0% | $154,108-77.9% | $56,289-39.5% |
| Participation rate | 96.2% | 66.2%+30.1pp | 83.0%+13.2pp | 69.9%+26.4pp |
| Annual return | 415.72% | 3.54%+412.2pp | 735.21%-319.5pp | -9.96%+425.7pp |
| Employer contribution / active EE | $905 | $2,169-58.3% | $5,298-82.9% | $2,111-57.1% |
| Participant deferral / active EE | $230 | $2,392-90.4% | $5,081-95.5% | $3,350-93.1% |
| Admin fee / account holder | $1 | $438-99.7% | $13,411-100.0% | $521-99.8% |