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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 | Claims processing; Recordkeeping and ... | $782 |
Filed as: VALIC Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $69 |
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 | $31,201 | $46,360-32.7% | $147,617-78.9% | $52,331-40.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 4.66% | 1.62%+3.0pp | 61.98%-57.3pp | 4.54%+0.1pp |
| Employer contribution / active EE | $814 | $2,126-61.7% | $5,565-85.4% | $1,882-56.8% |
| Participant deferral / active EE | $1,719 | $2,258-23.8% | $4,895-64.9% | $3,022-43.1% |
| Admin fee / account holder | $7 | $766-99.1% | $11,611-99.9% | $592-98.9% |