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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... | $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 | $9,831 | $55,453-82.3% | $170,435-94.2% | $62,293-84.2% |
| Participation rate | 83.8% | 66.4%+17.4pp | 83.6%+0.2pp | 69.5%+14.3pp |
| Annual return | 19.10% | 21.38%-2.3pp | 205.94%-186.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $852 | $2,164-60.6% | $5,432-84.3% | $2,042-58.3% |
| Participant deferral / active EE | $228 | $2,303-90.1% | $4,939-95.4% | $3,169-92.8% |
| Admin fee / account holder | $15 | $455-96.8% | $13,881-99.9% | $479-96.9% |