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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 21 320 PARK AVENUE · NEW YORK, NY 10022 | Bank Trustee | $7,533 |
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 | $10,865 | $37,196-70.8% | $154,108-92.9% | $55,725-80.5% |
| Participation rate | 99.0% | 64.1%+34.9pp | 83.0%+16.0pp | 70.9%+28.2pp |
| Annual return | -4.69% | 1319.68%-1324.4pp | 735.21%-739.9pp | 244.93%-249.6pp |
| Employer contribution / active EE | $1,246 | $1,614-22.8% | $5,298-76.5% | $2,078-40.0% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $16 | $102-84.3% | $13,411-99.9% | $115-86.2% |