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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 | Recordkeeping and information managem... | $7,211 |
Participant 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.
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 | $6,168 | $46,732-86.8% | $156,551-96.1% | $55,167-88.8% |
| Participation rate | 87.5% | 65.8%+21.7pp | 84.0%+3.5pp | 69.0%+18.5pp |
| Annual return | 4.88% | 17.72%-12.8pp | 32.23%-27.3pp | 169.23%-164.3pp |
| Employer contribution / active EE | $326 | $2,105-84.5% | $5,501-94.1% | $1,963-83.4% |
| Participant deferral / active EE | $586 | $2,204-73.4% | $4,871-88.0% | $3,054-80.8% |
| Admin fee / account holder | $12 | $418-97.2% | $13,028-99.9% | $504-97.7% |