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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 ... | $289 |
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.
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 | $11,757 | $47,977-75.5% | $154,108-92.4% | $56,289-79.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -1.59% | 3.54%-5.1pp | 735.21%-736.8pp | -9.96%+8.4pp |
| Employer contribution / active EE | $897 | $2,169-58.7% | $5,298-83.1% | $2,111-57.5% |
| Participant deferral / active EE | $611 | $2,392-74.5% | $5,081-88.0% | $3,350-81.8% |
| Admin fee / account holder | $2 | $438-99.6% | $13,411-100.0% | $521-99.7% |