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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; Claims proc... | $12,530 |
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 | $15,744 | $55,725-71.7% | $54,726-71.2% | $55,725-71.7% |
| Participation rate | 95.2% | 70.9%+24.3pp | 79.1%+16.1pp | 70.9%+24.3pp |
| Annual return | -2.42% | 244.93%-247.3pp | -4.56%+2.1pp | 244.93%-247.3pp |
| Employer contribution / active EE | $1,139 | $2,078-45.2% | $3,449-67.0% | $2,078-45.2% |
| Participant deferral / active EE | $1,611 | $3,356-52.0% | $3,953-59.2% | $3,356-52.0% |
| Admin fee / account holder | $76 | $115-33.7% | $3,818-98.0% | $115-33.7% |