Filed February 5, 2020
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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; Participant... | $2,211 |
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 | $27,564 | $55,453-50.3% | $170,435-83.8% | $62,293-55.8% |
| Participation rate | 98.0% | 66.4%+31.6pp | 83.6%+14.4pp | 69.5%+28.5pp |
| Annual return | 11.83% | 21.38%-9.5pp | 205.94%-194.1pp | 28.90%-17.1pp |
| Employer contribution / active EE | $645 | $2,164-70.2% | $5,432-88.1% | $2,042-68.4% |
| Participant deferral / active EE | $2,281 | $2,303-0.9% | $4,939-53.8% | $3,169-28.0% |
| Admin fee / account holder | $12 | $455-97.3% | $13,881-99.9% | $479-97.4% |