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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... | $704 |
Participant 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 | $2,131 | $43,423-95.1% | $78,676-97.3% | $55,167-96.1% |
| Participation rate | 91.3% | 68.0%+23.3pp | 73.6%+17.8pp | 69.0%+22.3pp |
| Annual return | 9.59% | 11.53%-1.9pp | 62.19%-52.6pp | 169.23%-159.6pp |
| Employer contribution / active EE | $362 | $1,997-81.8% | $2,850-87.3% | $1,963-81.5% |
| Participant deferral / active EE | $534 | $2,509-78.7% | $3,517-84.8% | $3,054-82.5% |
| Admin fee / account holder | $6 | $416-98.6% | $4,510-99.9% | $504-98.9% |