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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 | Participant loan processing; Recordke... | $9,951 |
Annual investment return 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.
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 | $12,042 | $46,173-73.9% | $170,435-92.9% | $69,631-82.7% |
| Participation rate | 97.0% | 63.9%+33.1pp | 83.6%+13.4pp | 70.7%+26.3pp |
| Annual return | 11.95% | 21.62%-9.7pp | 205.94%-194.0pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $802 | $1,610-50.2% | $5,432-85.2% | $2,032-60.5% |
| Participant deferral / active EE | $908 | $2,080-56.3% | $4,939-81.6% | $3,224-71.8% |
| Admin fee / account holder | $12 | $116-89.8% | $13,881-99.9% | $110-89.3% |