Filed May 19, 2021 (most recent of 2 filings on file)
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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; Claims proc... | $1,766 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 37 · EIN 13-5570651 | Loan Processing | $1,029 |
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 | $13,677 | $46,360-70.5% | $147,617-90.7% | $52,331-73.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -1.04% | 1.62%-2.7pp | 61.98%-63.0pp | 4.54%-5.6pp |
| Employer contribution / active EE | $654 | $2,126-69.3% | $5,564-88.3% | $1,882-65.3% |
| Participant deferral / active EE | $1,023 | $2,258-54.7% | $4,895-79.1% | $3,022-66.2% |
| Admin fee / account holder | $27 | $766-96.5% | $11,612-99.8% | $592-95.4% |