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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 | Account maintenance fees; Recordkeepi... | $3,131 |
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 | $10,619 | $43,999-75.9% | $79,466-86.6% | $55,725-80.9% |
| Participation rate | 91.6% | 66.9%+24.7pp | 73.3%+18.3pp | 70.9%+20.8pp |
| Annual return | -6.16% | 1.81%-8.0pp | 718.28%-724.4pp | 244.93%-251.1pp |
| Employer contribution / active EE | $951 | $1,830-48.0% | $2,800-66.0% | $2,078-54.2% |
| Participant deferral / active EE | $1,314 | $2,538-48.2% | $3,704-64.5% | $3,356-60.9% |
| Admin fee / account holder | $10 | $118-91.8% | $5,104-99.8% | $115-91.6% |