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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... | $1,729 |
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 | $12,359 | $47,977-74.2% | $154,108-92.0% | $56,289-78.0% |
| Participation rate | 98.7% | 66.2%+32.5pp | 83.0%+15.7pp | 69.9%+28.8pp |
| Annual return | -3.12% | 3.54%-6.7pp | 735.21%-738.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,454 | $2,169-33.0% | $5,298-72.6% | $2,111-31.1% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $11 | $438-97.5% | $13,411-99.9% | $521-97.9% |