Filed January 8, 2024 (most recent of 3 filings on file)
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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 | Recordkeeping and information managem... | $2,600 |
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 | $13,980 | $46,173-69.7% | $170,435-91.8% | $69,631-79.9% |
| Participation rate | 91.5% | 63.9%+27.6pp | 83.6%+7.9pp | 70.7%+20.8pp |
| Annual return | 14.15% | 21.62%-7.5pp | 205.94%-191.8pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $703 | $1,610-56.3% | $5,432-87.1% | $2,032-65.4% |
| Participant deferral / active EE | $1,397 | $2,080-32.8% | $4,939-71.7% | $3,224-56.7% |
| Admin fee / account holder | $7 | $116-93.8% | $13,881-99.9% | $110-93.5% |