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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 | $7,889 |
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 | $13,115 | $52,293-74.9% | $178,503-92.7% | $73,412-82.1% |
| Participation rate | 98.4% | 65.3%+33.1pp | 81.9%+16.5pp | 72.2%+26.2pp |
| Annual return | 11.41% | 34.75%-23.3pp | 151.12%-139.7pp | 59.30%-47.9pp |
| Employer contribution / active EE | $1,252 | $1,736-27.9% | $5,011-75.0% | $2,234-44.0% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $16 | $127-87.6% | $13,987-99.9% | $158-90.0% |