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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... | $2,750 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 37 · EIN 71-0294708 | Loan Processing | $409 |
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 | $29,848 | $55,453-46.2% | $170,435-82.5% | $62,293-52.1% |
| Participation rate | 94.4% | 66.4%+28.0pp | 83.6%+10.8pp | 69.5%+24.9pp |
| Annual return | 18.87% | 21.38%-2.5pp | 205.94%-187.1pp | 28.90%-10.0pp |
| Employer contribution / active EE | $2,766 | $2,164+27.8% | $5,432-49.1% | $2,042+35.4% |
| Participant deferral / active EE | $3,020 | $2,303+31.1% | $4,939-38.9% | $3,169-4.7% |
| Admin fee / account holder | $7 | $455-98.6% | $13,881-100.0% | $479-98.6% |