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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 | Account maintenance fees; Participant... | $2,368 |
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 | $16,972 | $55,453-69.4% | $170,435-90.0% | $62,293-72.8% |
| Participation rate | 93.8% | 66.4%+27.4pp | 83.6%+10.2pp | 69.5%+24.2pp |
| Annual return | 8.24% | 21.38%-13.1pp | 205.94%-197.7pp | 28.90%-20.7pp |
| Employer contribution / active EE | $800 | $2,164-63.0% | $5,432-85.3% | $2,042-60.8% |
| Participant deferral / active EE | $1,147 | $2,303-50.2% | $4,939-76.8% | $3,169-63.8% |
| Admin fee / account holder | $8 | $455-98.2% | $13,881-99.9% | $479-98.3% |