Filed June 25, 2024 (most recent of 2 filings on file)
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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... | $1,559 |
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 | $21,850 | $46,360-52.9% | $147,617-85.2% | $52,331-58.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 0.12% | 1.62%-1.5pp | 61.98%-61.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $2,007 | $2,126-5.6% | $5,564-63.9% | $1,882+6.6% |
| Participant deferral / active EE | $3,462 | $2,258+53.4% | $4,895-29.3% | $3,022+14.6% |
| Admin fee / account holder | $11 | $766-98.5% | $11,612-99.9% | $592-98.1% |