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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... | $2,612 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,862 | $55,453-82.2% | $170,442-94.2% | $62,292-84.2% |
| Participation rate | 96.5% | 66.4%+30.2pp | 83.6%+12.9pp | 69.5%+27.0pp |
| Annual return | 14.99% | 21.38%-6.4pp | 205.93%-190.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $190 | $2,164-91.2% | $5,433-96.5% | $2,042-90.7% |
| Participant deferral / active EE | $1,043 | $2,303-54.7% | $4,939-78.9% | $3,169-67.1% |
| Admin fee / account holder | $5 | $455-99.0% | $13,880-100.0% | $479-99.1% |