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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... | $1,065 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,701 | $43,423-68.4% | $78,676-82.6% | $55,167-75.2% |
| Participation rate | 99.0% | 68.0%+31.0pp | 73.6%+25.5pp | 69.0%+30.1pp |
| Annual return | 0.05% | 11.53%-11.5pp | 62.19%-62.1pp | 169.23%-169.2pp |
| Employer contribution / active EE | $2,256 | $1,997+13.0% | $2,850-20.8% | $1,963+15.0% |
| Participant deferral / active EE | $1,329 | $2,509-47.0% | $3,517-62.2% | $3,054-56.5% |
| Admin fee / account holder | $7 | $416-98.3% | $4,510-99.8% | $504-98.6% |