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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $6,378 |
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 | $5,887 | $46,732-87.4% | $156,552-96.2% | $55,167-89.3% |
| Participation rate | 97.6% | 65.8%+31.8pp | 84.0%+13.6pp | 69.0%+28.6pp |
| Annual return | 15.53% | 17.72%-2.2pp | 32.23%-16.7pp | 169.23%-153.7pp |
| Employer contribution / active EE | $723 | $2,105-65.6% | $5,501-86.9% | $1,963-63.1% |
| Participant deferral / active EE | $565 | $2,204-74.4% | $4,871-88.4% | $3,054-81.5% |
| Admin fee / account holder | $9 | $418-98.0% | $13,028-99.9% | $504-98.3% |