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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... | $586 |
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 | $5,284 | $46,360-88.6% | $147,617-96.4% | $52,331-89.9% |
| Participation rate | 98.0% | 64.9%+33.1pp | 84.6%+13.4pp | 68.1%+29.9pp |
| Annual return | -0.07% | 1.62%-1.7pp | 61.98%-62.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $302 | $2,126-85.8% | $5,564-94.6% | $1,882-84.0% |
| Participant deferral / active EE | $443 | $2,258-80.4% | $4,895-90.9% | $3,022-85.3% |
| Admin fee / account holder | $6 | $766-99.3% | $11,612-100.0% | $592-99.0% |