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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 | Account maintenance fees; Claims proc... | $1,018 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $52,110 | $46,360+12.4% | $147,617-64.7% | $52,331-0.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 0.43% | 1.62%-1.2pp | 61.98%-61.6pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,574 | $2,126-26.0% | $5,564-71.7% | $1,882-16.3% |
| Participant deferral / active EE | $2,211 | $2,258-2.1% | $4,895-54.8% | $3,022-26.8% |
| Admin fee / account holder | $8 | $766-99.0% | $11,612-99.9% | $592-98.7% |