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... | $1,030 |
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 | $31,268 | $55,453-43.6% | $170,435-81.7% | $62,293-49.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 21.24% | 21.38%-0.1pp | 205.94%-184.7pp | 28.90%-7.7pp |
| Employer contribution / active EE | $2,078 | $2,164-4.0% | $5,432-61.7% | $2,042+1.8% |
| Participant deferral / active EE | $3,785 | $2,303+64.4% | $4,939-23.4% | $3,169+19.4% |
| Admin fee / account holder | $7 | $455-98.6% | $13,881-100.0% | $479-98.6% |