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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... | $1,244 |
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 | $3,655 | $49,177-92.6% | $79,467-95.4% | $64,173-94.3% |
| Participation rate | 80.4% | 65.0%+15.3pp | 73.3%+7.0pp | 69.6%+10.8pp |
| Annual return | 6.04% | -1.16%+7.2pp | 718.30%-712.3pp | 7.63%-1.6pp |
| Employer contribution / active EE | $283 | $2,076-86.4% | $2,800-89.9% | $2,381-88.1% |
| Participant deferral / active EE | $552 | $2,821-80.4% | $3,704-85.1% | $3,470-84.1% |
| Admin fee / account holder | $11 | $3,839-99.7% | $5,104-99.8% | $4,887-99.8% |