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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... | $3,922 |
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 | $10,772 | $49,177-78.1% | $79,466-86.4% | $64,173-83.2% |
| Participation rate | 98.9% | 65.0%+33.8pp | 73.3%+25.5pp | 69.6%+29.3pp |
| Annual return | 5.87% | -1.16%+7.0pp | 718.28%-712.4pp | 7.63%-1.8pp |
| Employer contribution / active EE | $1,058 | $2,076-49.0% | $2,800-62.2% | $2,381-55.5% |
| Participant deferral / active EE | $668 | $2,821-76.3% | $3,704-82.0% | $3,470-80.8% |
| Admin fee / account holder | $16 | $3,839-99.6% | $5,104-99.7% | $4,887-99.7% |