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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $3,303 |
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 | $9,830 | $75,962-87.1% | $154,108-93.6% | $64,173-84.7% |
| Participation rate | 96.3% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.8pp |
| Annual return | -4.97% | 30.32%-35.3pp | 735.21%-740.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $712 | $3,350-78.8% | $5,298-86.6% | $2,381-70.1% |
| Participant deferral / active EE | $924 | $3,175-70.9% | $5,081-81.8% | $3,470-73.4% |
| Admin fee / account holder | $65 | $5,589-98.8% | $13,411-99.5% | $4,887-98.7% |