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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... | $982 |
Employer 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,509 | $77,634-87.8% | $156,549-93.9% | $62,891-84.9% |
| Participation rate | 97.6% | 71.2%+26.4pp | 84.0%+13.5pp | 69.3%+28.3pp |
| Annual return | 6.70% | 50.32%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $213 | $3,444-93.8% | $5,501-96.1% | $2,281-90.6% |
| Participant deferral / active EE | $1,271 | $3,045-58.3% | $4,871-73.9% | $3,203-60.3% |
| Admin fee / account holder | $13 | $5,561-99.8% | $13,027-99.9% | $4,296-99.7% |