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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... | $0 |
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 | $14,151 | $51,620-72.6% | $90,324-84.3% | $65,186-78.3% |
| Participation rate | 99.2% | 68.6%+30.6pp | 73.3%+25.9pp | 70.2%+29.0pp |
| Annual return | 3.31% | 24.94%-21.6pp | 78.15%-74.8pp | 29.39%-26.1pp |
| Employer contribution / active EE | $1,234 | $2,235-44.8% | $2,856-56.8% | $2,177-43.3% |
| Participant deferral / active EE | $2,031 | $2,871-29.2% | $3,885-47.7% | $3,514-42.2% |
| Admin fee / account holder | $0 | $384-100.0% | $5,356-100.0% | $847-100.0% |