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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 | Account maintenance fees; Claims proc... | $57,144 |
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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 | $47,817 | $34,123+40.1% | $198,173-75.9% | $44,091+8.5% |
| Participation rate | 93.6% | 13.5%+80.1pp | 42.0%+51.5pp | 4.5%+89.1pp |
| Annual return | 8.54% | 10.93%-2.4pp | 10.16%-1.6pp | 13.95%-5.4pp |
| Employer contribution / active EE | $6,763 | $10,209-33.8% | $33,192-79.6% | $16,598-59.3% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $124 | $123+0.7% | $7,531-98.4% | $612-79.8% |