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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 | Account maintenance fees; Claims proc... | $2,681 |
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 | $11,605 | $47,977-75.8% | $154,108-92.5% | $56,289-79.4% |
| Participation rate | 90.8% | 66.2%+24.6pp | 83.0%+7.7pp | 69.9%+20.9pp |
| Annual return | -3.29% | 3.54%-6.8pp | 735.21%-738.5pp | -9.96%+6.7pp |
| Employer contribution / active EE | $499 | $2,169-77.0% | $5,298-90.6% | $2,111-76.4% |
| Participant deferral / active EE | $499 | $2,392-79.1% | $5,081-90.2% | $3,350-85.1% |
| Admin fee / account holder | $12 | $438-97.3% | $13,411-99.9% | $521-97.7% |