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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 28 320 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,934 | $91,198-83.6% | $178,503-91.6% | $79,856-81.3% |
| Participation rate | 63.2% | 69.2%-6.1pp | 81.9%-18.8pp | 69.6%-6.5pp |
| Annual return | 4.87% | 24.20%-19.3pp | 151.12%-146.2pp | 31.71%-26.8pp |
| Employer contribution / active EE | $839 | $3,257-74.2% | $5,011-83.3% | $2,471-66.1% |
| Participant deferral / active EE | $2,085 | $3,237-35.6% | $5,202-59.9% | $3,741-44.3% |
| Admin fee / account holder | $60 | $6,748-99.1% | $13,987-99.6% | $5,306-98.9% |