Filed January 4, 2018
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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... | $7,810 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,304 | $37,196-61.5% | $154,108-90.7% | $55,725-74.3% |
| Participation rate | 80.7% | 64.1%+16.6pp | 83.0%-2.4pp | 70.9%+9.8pp |
| Annual return | -0.93% | 1319.68%-1320.6pp | 735.21%-736.1pp | 244.93%-245.9pp |
| Employer contribution / active EE | $573 | $1,614-64.5% | $5,298-89.2% | $2,078-72.4% |
| Participant deferral / active EE | $1,870 | $2,068-9.6% | $5,081-63.2% | $3,356-44.3% |
| Admin fee / account holder | $15 | $102-85.7% | $13,411-99.9% | $115-87.4% |