Filed March 7, 2023 (most recent of 4 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; Recordkeepi... | $2,968 |
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 | $18,846 | $36,916-48.9% | $156,551-88.0% | $57,658-67.3% |
| Participation rate | 95.2% | 63.4%+31.7pp | 84.0%+11.2pp | 70.2%+24.9pp |
| Annual return | 6.25% | 12.38%-6.1pp | 32.23%-26.0pp | 5.13%+1.1pp |
| Employer contribution / active EE | $843 | $1,571-46.4% | $5,501-84.7% | $1,974-57.3% |
| Participant deferral / active EE | $1,422 | $1,926-26.1% | $4,871-70.8% | $3,061-53.5% |
| Admin fee / account holder | $8 | $82-90.3% | $13,028-99.9% | $95-91.6% |