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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... | $4,743 |
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 | $8,210 | $37,117-77.9% | $147,617-94.4% | $55,191-85.1% |
| Participation rate | 95.0% | 63.6%+31.4pp | 84.6%+10.4pp | 69.2%+25.8pp |
| Annual return | -0.16% | 3.44%-3.6pp | 61.98%-62.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $569 | $1,620-64.9% | $5,564-89.8% | $1,899-70.0% |
| Participant deferral / active EE | $379 | $1,985-80.9% | $4,895-92.3% | $3,046-87.6% |
| Admin fee / account holder | $8 | $86-90.9% | $11,612-99.9% | $91-91.4% |