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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... | $701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $43,641 | $37,196+17.3% | $154,108-71.7% | $55,725-21.7% |
| Participation rate | 21.2% | 64.1%-42.9pp | 83.0%-61.8pp | 70.9%-49.6pp |
| Annual return | 9.65% | 1319.68%-1310.0pp | 735.21%-725.6pp | 244.93%-235.3pp |
| Employer contribution / active EE | $329 | $1,614-79.6% | $5,298-93.8% | $2,078-84.2% |
| Participant deferral / active EE | $470 | $2,068-77.3% | $5,081-90.8% | $3,356-86.0% |
| Admin fee / account holder | $11 | $102-89.0% | $13,411-99.9% | $115-90.3% |