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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... | $11,677 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,720 | $55,191-78.8% | $40,757-71.2% | $55,191-78.8% |
| Participation rate | 99.7% | 69.2%+30.5pp | 79.3%+20.4pp | 69.2%+30.5pp |
| Annual return | -1.32% | 10.78%-12.1pp | -0.50%-0.8pp | 10.78%-12.1pp |
| Employer contribution / active EE | $908 | $1,899-52.2% | $3,004-69.8% | $1,899-52.2% |
| Participant deferral / active EE | $1,447 | $3,046-52.5% | $3,485-58.5% | $3,046-52.5% |
| Admin fee / account holder | $147 | $91+62.2% | $4,272-96.6% | $91+62.2% |