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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $123,985 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Participant loan processing; Account ... | $284 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,798 | $63,768+202.3% | $98,477+95.8% | $79,393+142.8% |
| Participation rate | 84.1% | 69.9%+14.2pp | 73.3%+10.7pp | 70.7%+13.4pp |
| Annual return | 12.10% | 626.18%-614.1pp | 1493.59%-1481.5pp | 116.87%-104.8pp |
| Employer contribution / active EE | $8,507 | $2,558+232.6% | $2,961+187.3% | $2,428+250.4% |
| Participant deferral / active EE | $8,829 | $3,305+167.2% | $4,276+106.5% | $4,046+118.2% |
| Admin fee / account holder | $5 | $516-99.1% | $5,951-99.9% | $627-99.3% |