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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... | $10,422 |
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 | $9,751 | $37,196-73.8% | $154,111-93.7% | $55,725-82.5% |
| Participation rate | 95.6% | 64.1%+31.5pp | 83.0%+12.6pp | 70.9%+24.7pp |
| Annual return | -4.35% | 1319.68%-1324.0pp | 735.18%-739.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $659 | $1,614-59.2% | $5,298-87.6% | $2,078-68.3% |
| Participant deferral / active EE | $517 | $2,068-75.0% | $5,081-89.8% | $3,356-84.6% |
| Admin fee / account holder | $16 | $102-84.6% | $13,411-99.9% | $115-86.4% |