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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; Claims proc... | $1,140 |
Annual investment return 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 | $9,883 | $55,453-82.2% | $170,435-94.2% | $62,293-84.1% |
| Participation rate | 94.5% | 66.4%+28.2pp | 83.6%+10.9pp | 69.5%+25.0pp |
| Annual return | 11.56% | 21.38%-9.8pp | 205.94%-194.4pp | 28.90%-17.3pp |
| Employer contribution / active EE | $610 | $2,164-71.8% | $5,432-88.8% | $2,042-70.1% |
| Participant deferral / active EE | $1,219 | $2,303-47.1% | $4,939-75.3% | $3,169-61.5% |
| Admin fee / account holder | $8 | $455-98.2% | $13,881-99.9% | $479-98.3% |