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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RIVERSOURCE LIFE Service code 12 · EIN 41-0823832 | Recordkeeping and information managem... | $2,676 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $444 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,859 | $47,977-35.7% | $154,108-80.0% | $56,289-45.2% |
| Participation rate | 99.4% | 66.2%+33.2pp | 83.0%+16.3pp | 69.9%+29.5pp |
| Annual return | -7.23% | 3.54%-10.8pp | 735.21%-742.4pp | -9.96%+2.7pp |
| Employer contribution / active EE | $930 | $2,169-57.1% | $5,298-82.4% | $2,111-55.9% |
| Participant deferral / active EE | $3,408 | $2,392+42.5% | $5,081-32.9% | $3,350+1.7% |
| Admin fee / account holder | $14 | $438-96.9% | $13,411-99.9% | $521-97.4% |