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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA INSURANCE COMPANY Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,276 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,911 | $47,553+150.1% | $136,867-13.1% | $69,733+70.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 74.5%+25.5pp | 62.5%+37.5pp |
| Annual return | 10.09% | -91.50%+101.6pp | 42.97%-32.9pp | 15.22%-5.1pp |
| Employer contribution / active EE | $3,587 | $2,087+71.9% | $3,547+1.1% | $2,250+59.4% |
| Participant deferral / active EE | $1,522 | $2,300-33.8% | $4,924-69.1% | $3,054-50.2% |
| Admin fee / account holder | $6,898 | $3,496+97.3% | $10,340-33.3% | $3,102+122.4% |