Filed March 15, 2018
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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... | $0 |
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 | $23,622 | $46,173-48.8% | $170,435-86.1% | $69,631-66.1% |
| Participation rate | 81.1% | 63.9%+17.2pp | 83.6%-2.5pp | 70.7%+10.5pp |
| Annual return | 10.82% | 21.62%-10.8pp | 205.94%-195.1pp | 27571.02%-27560.2pp |
| Employer contribution / active EE | $970 | $1,610-39.7% | $5,432-82.1% | $2,032-52.3% |
| Participant deferral / active EE | $986 | $2,080-52.6% | $4,939-80.0% | $3,224-69.4% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |