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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; Recordkeeping and ... | $2,375 |
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 | $8,376 | $46,732-82.1% | $156,551-94.6% | $55,167-84.8% |
| Participation rate | 83.8% | 65.8%+18.0pp | 84.0%-0.2pp | 69.0%+14.8pp |
| Annual return | 6.46% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $726 | $2,105-65.5% | $5,501-86.8% | $1,963-63.0% |
| Participant deferral / active EE | $241 | $2,204-89.1% | $4,871-95.0% | $3,054-92.1% |
| Admin fee / account holder | $12 | $418-97.0% | $13,028-99.9% | $504-97.5% |