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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,445 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 15 · EIN 13-5582869 51 MADISON AVENUE · NEW YORK CITY, NY 10010 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,557 | $73,839-62.7% | $143,788-80.8% | $68,495-59.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -7.99% | 1.01%-9.0pp | -0.03%-8.0pp | -7.84%-0.1pp |
| Employer contribution / active EE | $1,099 | $3,184-65.5% | $4,952-77.8% | $2,596-57.7% |
| Participant deferral / active EE | $1,574 | $3,384-53.5% | $5,638-72.1% | $4,028-60.9% |
| Admin fee / account holder | $13 | $5,755-99.8% | $14,675-99.9% | $5,403-99.8% |