Filed August 7, 2024 (most recent of 4 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... | $878 |
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 | $75,209 | $45,152+66.6% | $73,836+1.9% | $59,633+26.1% |
| Participation rate | 98.8% | 64.0%+34.7pp | 73.4%+25.3pp | 68.7%+30.1pp |
| Annual return | 8.28% | 27.40%-19.1pp | 2268.06%-2259.8pp | 2041.45%-2033.2pp |
| Employer contribution / active EE | $6,042 | $1,901+217.8% | $2,787+116.8% | $2,203+174.3% |
| Participant deferral / active EE | $3,854 | $2,573+49.8% | $3,583+7.6% | $3,192+20.8% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |