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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... | $1,462 |
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 | $68,367 | $80,753-15.3% | $136,298-49.8% | $62,293+9.7% |
| Participation rate | 75.9% | 73.5%+2.4pp | 81.9%-6.0pp | 69.5%+6.4pp |
| Annual return | 11.17% | 35.83%-24.7pp | 5156.27%-5145.1pp | 28.90%-17.7pp |
| Employer contribution / active EE | $777 | $2,884-73.1% | $4,696-83.5% | $2,042-62.0% |
| Participant deferral / active EE | $3,000 | $5,164-41.9% | $6,247-52.0% | $3,169-5.3% |
| Admin fee / account holder | $8 | $525-98.5% | $9,244-99.9% | $479-98.4% |