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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $7,619 |
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 | $11,943 | $62,928-81.0% | $172,752-93.1% | $67,579-82.3% |
| Participation rate | 97.5% | 64.5%+33.1pp | 82.6%+14.9pp | 71.3%+26.2pp |
| Annual return | 16.14% | 30.36%-14.2pp | 802.97%-786.8pp | 378.56%-362.4pp |
| Employer contribution / active EE | $1,234 | $1,636-24.5% | $5,144-76.0% | $2,148-42.5% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,955-100.0% | $142-100.0% |