Filed April 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $1,371 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,614 | $65,423-88.4% | $98,477-92.3% | $85,856-91.1% |
| Participation rate | 97.2% | 65.0%+32.2pp | 73.3%+23.8pp | 69.3%+27.9pp |
| Annual return | 11.79% | 21.76%-10.0pp | 1493.59%-1481.8pp | 318.58%-306.8pp |
| Employer contribution / active EE | $149 | $2,168-93.1% | $2,961-95.0% | $2,565-94.2% |
| Participant deferral / active EE | $1,101 | $3,167-65.2% | $4,276-74.3% | $3,952-72.1% |
| Admin fee / account holder | $134 | $4,594-97.1% | $5,951-97.7% | $6,261-97.9% |