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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE INSURANCE COMPANY Service code 60 · EIN 06-0566090 | Sub-TA Fees | $901 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 63 320 PARK AVENUE · NEW YORK, NY 10022 | 12b-1 Fees | $140 |
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.
Annual investment return 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 | $16,842 | $46,732-64.0% | $156,551-89.2% | $55,167-69.5% |
| Participation rate | 14.9% | 65.8%-50.9pp | 84.0%-69.1pp | 69.0%-54.1pp |
| Annual return | 4.45% | 17.72%-13.3pp | 32.23%-27.8pp | 169.23%-164.8pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $137 | $2,204-93.8% | $4,871-97.2% | $3,054-95.5% |
| Admin fee / account holder | $19 | $418-95.6% | $13,028-99.9% | $504-96.3% |