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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $38,827 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Account maintenance fees; Claims proc... | $339 |
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 | $158,860 | $51,620+207.8% | $90,304+75.9% | $65,185+143.7% |
| Participation rate | 84.0% | 68.6%+15.4pp | 73.3%+10.8pp | 70.2%+13.8pp |
| Annual return | 18.44% | 24.94%-6.5pp | 78.13%-59.7pp | 29.38%-10.9pp |
| Employer contribution / active EE | $7,094 | $2,235+217.5% | $2,855+148.5% | $2,177+225.9% |
| Participant deferral / active EE | $7,864 | $2,871+174.0% | $3,885+102.4% | $3,514+123.8% |
| Admin fee / account holder | $11 | $384-97.1% | $5,354-99.8% | $847-98.7% |