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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $13,266 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,023 |
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 | $51,251 | $46,732+9.7% | $156,551-67.3% | $55,167-7.1% |
| Participation rate | 98.5% | 65.8%+32.7pp | 84.0%+14.5pp | 69.0%+29.5pp |
| Annual return | -0.69% | 17.72%-18.4pp | 32.23%-32.9pp | 169.23%-169.9pp |
| Employer contribution / active EE | $2,924 | $2,105+38.9% | $5,501-46.8% | $1,963+49.0% |
| Participant deferral / active EE | $4,177 | $2,204+89.5% | $4,871-14.2% | $3,054+36.8% |
| Admin fee / account holder | $84 | $418-79.8% | $13,028-99.4% | $504-83.2% |