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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... | $14,525 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return 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 | $6,445 | $36,916-82.5% | $156,551-95.9% | $57,658-88.8% |
| Participation rate | 99.8% | 63.4%+36.4pp | 84.0%+15.8pp | 70.2%+29.6pp |
| Annual return | -0.49% | 12.38%-12.9pp | 32.23%-32.7pp | 5.13%-5.6pp |
| Employer contribution / active EE | $873 | $1,571-44.4% | $5,501-84.1% | $1,974-55.8% |
| Participant deferral / active EE | $683 | $1,926-64.5% | $4,871-86.0% | $3,061-77.7% |
| Admin fee / account holder | $50 | $82-39.4% | $13,028-99.6% | $95-47.1% |