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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 | Recordkeeping and information managem... | $2,180 |
Service code 15 · EIN 35-0145825 2550 INTERSTATE DR · HARRISURG, PA 17110 | Recordkeeping | $396 |
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 | $13,074 | $52,967-75.3% | $172,753-92.4% | $65,186-79.9% |
| Participation rate | 76.6% | 66.2%+10.4pp | 82.6%-6.0pp | 70.2%+6.4pp |
| Annual return | 2.07% | 30.12%-28.1pp | 803.00%-800.9pp | 29.39%-27.3pp |
| Employer contribution / active EE | $749 | $2,190-65.8% | $5,144-85.4% | $2,177-65.6% |
| Participant deferral / active EE | $826 | $2,471-66.6% | $5,198-84.1% | $3,514-76.5% |
| Admin fee / account holder | $15 | $472-96.8% | $13,956-99.9% | $847-98.2% |