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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $28,657 |
Filed as: MUTUAL OF AMERICA Service code 15 · EIN 13-1614399 | Recordkeeping | $261 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,335 | $91,198-50.3% | $178,503-74.6% | $79,856-43.2% |
| Participation rate | 98.9% | 69.2%+29.6pp | 81.9%+16.9pp | 69.6%+29.2pp |
| Annual return | 9.92% | 24.20%-14.3pp | 151.12%-141.2pp | 31.71%-21.8pp |
| Employer contribution / active EE | $882 | $3,257-72.9% | $5,011-82.4% | $2,471-64.3% |
| Participant deferral / active EE | $3,163 | $3,237-2.3% | $5,202-39.2% | $3,741-15.4% |
| Admin fee / account holder | $10 | $6,748-99.9% | $13,987-99.9% | $5,306-99.8% |