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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... | $739 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,179 | $75,962-65.5% | $154,108-83.0% | $64,173-59.2% |
| Participation rate | 98.6% | 70.4%+28.2pp | 83.0%+15.5pp | 69.6%+29.0pp |
| Annual return | -2.76% | 30.32%-33.1pp | 735.21%-738.0pp | 7.63%-10.4pp |
| Employer contribution / active EE | $954 | $3,350-71.5% | $5,298-82.0% | $2,381-59.9% |
| Participant deferral / active EE | $2,371 | $3,175-25.3% | $5,081-53.3% | $3,470-31.7% |
| Admin fee / account holder | $7 | $5,589-99.9% | $13,411-99.9% | $4,887-99.9% |