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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 | Claims processing; Participant loan p... | $8,600 |
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 | $12,003 | $62,928-80.9% | $172,753-93.1% | $67,582-82.2% |
| Participation rate | 95.2% | 64.5%+30.7pp | 82.6%+12.5pp | 71.3%+23.9pp |
| Annual return | 4.96% | 30.36%-25.4pp | 803.00%-798.0pp | 378.57%-373.6pp |
| Employer contribution / active EE | $870 | $1,636-46.8% | $5,144-83.1% | $2,148-59.5% |
| Participant deferral / active EE | $1,023 | $2,145-52.3% | $5,198-80.3% | $3,539-71.1% |
| Admin fee / account holder | $7 | $167-95.9% | $13,956-100.0% | $142-95.2% |