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 | Recordkeeping and information managem... | $273 |
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 | $171,430 | $53,127+222.7% | $86,590+98.0% | $70,131+144.4% |
| Participation rate | 97.6% | 65.3%+32.3pp | 73.5%+24.0pp | 69.5%+28.0pp |
| Annual return | 87.51% | 27.66%+59.8pp | 964.84%-877.3pp | 73.14%+14.4pp |
| Employer contribution / active EE | $5,787 | $2,068+179.8% | $2,839+103.8% | $2,342+147.1% |
| Participant deferral / active EE | $6,385 | $2,696+136.8% | $3,609+76.9% | $3,332+91.6% |
| Admin fee / account holder | $31,165 | $3,585+769.2% | $4,906+535.3% | $4,645+570.9% |