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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 | Account maintenance fees; Claims proc... | $2,943 |
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 | $12,225 | $36,916-66.9% | $156,551-92.2% | $57,658-78.8% |
| Participation rate | 97.7% | 63.4%+34.3pp | 84.0%+13.7pp | 70.2%+27.5pp |
| Annual return | 9.68% | 12.38%-2.7pp | 32.23%-22.6pp | 5.13%+4.5pp |
| Employer contribution / active EE | $1,230 | $1,571-21.7% | $5,501-77.6% | $1,974-37.7% |
| Participant deferral / active EE | $1,546 | $1,926-19.7% | $4,871-68.3% | $3,061-49.5% |
| Admin fee / account holder | $8 | $82-90.6% | $13,028-99.9% | $95-91.8% |