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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $47,912 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $19,000 |
Filed as: MUTUAL OF AMERICA LIFE INS. CO. Service code 64 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping Fees | $1,546 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $56,619 | $34,495+64.1% | $78,676-28.0% | $63,975-11.5% |
| Participation rate | 97.4% | 60.8%+36.6pp | 73.6%+23.8pp | 71.1%+26.2pp |
| Annual return | 10.08% | 11.62%-1.5pp | 62.19%-52.1pp | 48.65%-38.6pp |
| Employer contribution / active EE | $4,490 | $1,398+221.2% | $2,850+57.6% | $2,182+105.8% |
| Participant deferral / active EE | $5,381 | $2,100+156.2% | $3,517+53.0% | $3,356+60.3% |
| Admin fee / account holder | $41 | $68-39.4% | $4,510-99.1% | $70-41.5% |