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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 | Claims processing; Recordkeeping and ... | $1,224 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,030 | $50,637-22.9% | $86,582-54.9% | $62,293-37.3% |
| Participation rate | 95.6% | 67.9%+27.7pp | 73.5%+22.0pp | 69.5%+26.1pp |
| Annual return | 14.43% | 20.80%-6.4pp | 965.08%-950.7pp | 28.90%-14.5pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,967 | $2,611-24.7% | $3,609-45.5% | $3,169-37.9% |
| Admin fee / account holder | $7 | $413-98.3% | $4,904-99.9% | $479-98.6% |