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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 | Contract Administrator | $4,559 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $473 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,122 | $46,732-56.9% | $156,551-87.1% | $55,167-63.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 3.69% | 17.72%-14.0pp | 32.23%-28.5pp | 169.23%-165.5pp |
| Employer contribution / active EE | $953 | $2,105-54.7% | $5,501-82.7% | $1,963-51.5% |
| Participant deferral / active EE | $1,737 | $2,204-21.2% | $4,871-64.3% | $3,054-43.1% |
| Admin fee / account holder | $39 | $418-90.8% | $13,028-99.7% | $504-92.4% |