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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... | $513 |
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,397 | $51,620-70.2% | $90,300-82.9% | $65,185-76.4% |
| Participation rate | 83.5% | 68.6%+14.8pp | 73.3%+10.2pp | 70.2%+13.3pp |
| Annual return | 8.95% | 24.94%-16.0pp | 78.11%-69.2pp | 29.38%-20.4pp |
| Employer contribution / active EE | $444 | $2,235-80.1% | $2,854-84.5% | $2,177-79.6% |
| Participant deferral / active EE | $1,631 | $2,871-43.2% | $3,884-58.0% | $3,514-53.6% |
| Admin fee / account holder | $4 | $384-99.0% | $5,353-99.9% | $847-99.5% |