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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... | $173 |
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 | $9,936 | $37,196-73.3% | $154,108-93.6% | $55,725-82.2% |
| Participation rate | 91.0% | 64.1%+26.9pp | 83.0%+7.9pp | 70.9%+20.1pp |
| Annual return | -3.87% | 1319.68%-1323.5pp | 735.21%-739.1pp | 244.93%-248.8pp |
| Employer contribution / active EE | $521 | $1,614-67.8% | $5,298-90.2% | $2,078-75.0% |
| Participant deferral / active EE | $575 | $2,068-72.2% | $5,081-88.7% | $3,356-82.9% |
| Admin fee / account holder | $211 | $102+107.6% | $13,411-98.4% | $115+83.1% |