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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... | $1,838 |
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.
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 | $12,914 | $55,453-76.7% | $170,435-92.4% | $62,293-79.3% |
| Participation rate | 91.5% | 66.4%+25.1pp | 83.6%+7.9pp | 69.5%+22.0pp |
| Annual return | 15.48% | 21.38%-5.9pp | 205.94%-190.5pp | 28.90%-13.4pp |
| Employer contribution / active EE | $271 | $2,164-87.5% | $5,432-95.0% | $2,042-86.7% |
| Participant deferral / active EE | $1,032 | $2,303-55.2% | $4,939-79.1% | $3,169-67.4% |
| Admin fee / account holder | $12 | $455-97.3% | $13,881-99.9% | $479-97.4% |