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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 | Recordkeeping and information managem... | $1,754 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 15 51 MADISON AVENUE · NEW YORK CITY, NY 10010 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,519 | $52,961-61.3% | $172,755-88.1% | $65,185-68.5% |
| Participation rate | 99.0% | 66.2%+32.8pp | 82.6%+16.4pp | 70.2%+28.8pp |
| Annual return | 4.21% | 30.12%-25.9pp | 802.94%-798.7pp | 29.38%-25.2pp |
| Employer contribution / active EE | $1,429 | $2,190-34.7% | $5,144-72.2% | $2,177-34.3% |
| Participant deferral / active EE | $1,064 | $2,471-57.0% | $5,198-79.5% | $3,514-69.7% |
| Admin fee / account holder | $14 | $472-96.9% | $13,955-99.9% | $847-98.3% |