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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; Account maintenanc... | $1,424 |
Participant contribution per participant 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 | $11,041 | $77,638-85.8% | $156,551-92.9% | $62,881-82.4% |
| Participation rate | 89.7% | 71.2%+18.5pp | 84.0%+5.7pp | 69.3%+20.4pp |
| Annual return | 4.73% | 50.33%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,203 | $3,444-65.1% | $5,501-78.1% | $2,281-47.2% |
| Participant deferral / active EE | $563 | $3,046-81.5% | $4,871-88.5% | $3,203-82.4% |
| Admin fee / account holder | $16 | $5,561-99.7% | $13,028-99.9% | $4,296-99.6% |