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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK1 year Service code 15 · EIN 45-0283315 | Recordkeeping | $5,714 |
Filed as: MUTUAL OF AMERICA LIFE INV CORP Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,692 | $61,391-51.6% | $149,723-80.2% | $71,529-58.5% |
| Participation rate | 89.0% | 62.5%+26.5pp | 78.8%+10.2pp | 67.9%+21.1pp |
| Annual return | 18.11% | 35.88%-17.8pp | 134.50%-116.4pp | 28.97%-10.9pp |
| Employer contribution / active EE | $1,682 | $2,384-29.4% | $4,821-65.1% | $2,590-35.1% |
| Participant deferral / active EE | $2,703 | $2,921-7.5% | $5,682-52.4% | $4,291-37.0% |
| Admin fee / account holder | $23 | $1,264-98.2% | $13,215-99.8% | $1,588-98.5% |