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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; Recordkeepi... | $1,250 |
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 | $6,597 | $50,637-87.0% | $86,582-92.4% | $62,293-89.4% |
| Participation rate | 95.1% | 67.9%+27.2pp | 73.5%+21.5pp | 69.5%+25.5pp |
| Annual return | 278.93% | 20.80%+258.1pp | 965.08%-686.2pp | 28.90%+250.0pp |
| Employer contribution / active EE | $412 | $2,075-80.2% | $2,839-85.5% | $2,042-79.8% |
| Participant deferral / active EE | $551 | $2,611-78.9% | $3,609-84.7% | $3,169-82.6% |
| Admin fee / account holder | $7 | $413-98.2% | $4,904-99.8% | $479-98.4% |