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 | Participant loan processing; Recordke... | $352 |
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 | $140,470 | $49,177+185.6% | $79,464+76.8% | $64,186+118.8% |
| Participation rate | 94.9% | 65.0%+29.9pp | 73.3%+21.6pp | 69.6%+25.4pp |
| Annual return | -4.62% | -1.16%-3.5pp | 718.14%-722.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $6,398 | $2,076+208.1% | $2,800+128.4% | $2,381+168.7% |
| Participant deferral / active EE | $6,968 | $2,821+147.0% | $3,704+88.1% | $3,470+100.8% |
| Admin fee / account holder | $39,175 | $3,839+920.5% | $5,113+666.2% | $4,888+701.5% |