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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE INSURANCE COMPANY Service code 60 · EIN 06-0566090 | Sub-TA Fees | $976 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 63 320 PARK AVENUE · NEW YORK, NY 10022 | 12b-1 Fees | $171 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,560 | $46,360-55.7% | $147,617-86.1% | $52,331-60.7% |
| Participation rate | 12.2% | 64.9%-52.8pp | 84.6%-72.5pp | 68.1%-55.9pp |
| Annual return | -0.56% | 1.62%-2.2pp | 61.98%-62.5pp | 4.54%-5.1pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $180 | $2,258-92.0% | $4,895-96.3% | $3,022-94.0% |
| Admin fee / account holder | $21 | $766-97.3% | $11,612-99.8% | $592-96.5% |