Filed April 13, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,062 |
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 | $11,476 | $46,173-75.1% | $170,435-93.3% | $69,631-83.5% |
| Participation rate | 79.1% | 63.9%+15.2pp | 83.6%-4.5pp | 70.7%+8.4pp |
| Annual return | 69.60% | 21.62%+48.0pp | 205.94%-136.3pp | 27571.02%-27501.4pp |
| Employer contribution / active EE | $838 | $1,610-47.9% | $5,432-84.6% | $2,032-58.7% |
| Participant deferral / active EE | $329 | $2,080-84.2% | $4,939-93.3% | $3,224-89.8% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |