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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... | $578 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,778 | $77,638-81.0% | $156,551-90.6% | $62,881-76.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.68% | 50.33%-41.6pp | 32.23%-23.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,149 | $3,046-29.4% | $4,871-55.9% | $3,203-32.9% |
| Admin fee / account holder | $4 | $5,561-99.9% | $13,028-100.0% | $4,296-99.9% |