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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... | $3,000 |
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 | $13,398 | $46,100-70.9% | $86,582-84.5% | $69,631-80.8% |
| Participation rate | 92.0% | 67.2%+24.8pp | 73.5%+18.4pp | 70.7%+21.3pp |
| Annual return | 11.76% | 21.02%-9.3pp | 965.08%-953.3pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $524 | $1,850-71.7% | $2,839-81.5% | $2,032-74.2% |
| Participant deferral / active EE | $685 | $2,432-71.8% | $3,609-81.0% | $3,224-78.8% |
| Admin fee / account holder | $7 | $94-92.9% | $4,904-99.9% | $110-93.9% |