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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 | Recordkeeping and information managem... | $1,148 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,681 | $55,453-69.9% | $170,435-90.2% | $62,293-73.2% |
| Participation rate | 74.3% | 66.4%+7.9pp | 83.6%-9.3pp | 69.5%+4.7pp |
| Annual return | 10.88% | 21.38%-10.5pp | 205.94%-195.1pp | 28.90%-18.0pp |
| Employer contribution / active EE | $417 | $2,164-80.7% | $5,432-92.3% | $2,042-79.6% |
| Participant deferral / active EE | $1,039 | $2,303-54.9% | $4,939-79.0% | $3,169-67.2% |
| Admin fee / account holder | $11 | $455-97.5% | $13,881-99.9% | $479-97.6% |