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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... | $2,735 |
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 | $12,615 | $46,173-72.7% | $170,439-92.6% | $69,631-81.9% |
| Participation rate | 98.2% | 63.9%+34.3pp | 83.6%+14.6pp | 70.7%+27.5pp |
| Annual return | 13.28% | 21.62%-8.3pp | 205.94%-192.7pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $977 | $1,610-39.3% | $5,433-82.0% | $2,032-51.9% |
| Participant deferral / active EE | $1,923 | $2,080-7.6% | $4,939-61.1% | $3,224-40.4% |
| Admin fee / account holder | $22 | $116-80.7% | $13,881-99.8% | $110-79.8% |