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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... | $901 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,444 | $84,236-73.4% | $170,435-86.8% | $70,126-68.0% |
| Participation rate | 92.7% | 70.8%+21.9pp | 83.6%+9.1pp | 69.5%+23.1pp |
| Annual return | 16.76% | 23.06%-6.3pp | 205.94%-189.2pp | 73.15%-56.4pp |
| Employer contribution / active EE | $623 | $3,387-81.6% | $5,432-88.5% | $2,343-73.4% |
| Participant deferral / active EE | $1,755 | $3,086-43.1% | $4,939-64.5% | $3,332-47.3% |
| Admin fee / account holder | $9 | $5,698-99.8% | $13,881-99.9% | $4,645-99.8% |