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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 | Recordkeeping and information managem... | $5,106 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,638 | $43,999-78.1% | $79,467-87.9% | $55,725-82.7% |
| Participation rate | 89.8% | 66.9%+22.8pp | 73.3%+16.4pp | 70.9%+18.9pp |
| Annual return | -3.70% | 1.81%-5.5pp | 718.30%-722.0pp | 244.93%-248.6pp |
| Employer contribution / active EE | $803 | $1,830-56.1% | $2,800-71.3% | $2,078-61.4% |
| Participant deferral / active EE | $553 | $2,538-78.2% | $3,704-85.1% | $3,356-83.5% |
| Admin fee / account holder | $10 | $118-91.3% | $5,104-99.8% | $115-91.1% |