Filed August 11, 2025 (most recent of 2 filings on file)
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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 | Claims processing; Participant loan p... | $626 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,747 | $45,152+151.9% | $73,843+54.0% | $59,632+90.7% |
| Participation rate | 98.7% | 64.0%+34.6pp | 73.4%+25.2pp | 68.7%+30.0pp |
| Annual return | 5.74% | 27.40%-21.7pp | 2267.84%-2262.1pp | 2041.28%-2035.5pp |
| Employer contribution / active EE | $4,974 | $1,902+161.6% | $2,787+78.5% | $2,203+125.8% |
| Participant deferral / active EE | $7,726 | $2,574+200.2% | $3,583+115.6% | $3,192+142.1% |
| Admin fee / account holder | $11,278 | $3,516+220.8% | $4,880+131.1% | $4,297+162.5% |