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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 21 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Bank Trustee | $2,184 |
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 | $6,359 | $48,078-86.8% | $78,676-91.9% | $62,881-89.9% |
| Participation rate | 96.9% | 65.2%+31.7pp | 73.6%+23.3pp | 69.3%+27.6pp |
| Annual return | 6.29% | 31.36%-25.1pp | 62.19%-55.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $312 | $2,587-87.9% | $3,517-91.1% | $3,203-90.2% |
| Admin fee / account holder | $14 | $3,206-99.6% | $4,510-99.7% | $4,296-99.7% |