Filed October 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,303 |
Filed as: MUTUAL OF AMERICA Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,140 | $36,002-19.1% | $161,489-82.0% | $64,728-55.0% |
| Participation rate | 62.9% | 57.4%+5.5pp | 78.7%-15.8pp | 57.9%+5.0pp |
| Annual return | 10.90% | 33.93%-23.0pp | 89.72%-78.8pp | 49.38%-38.5pp |
| Employer contribution / active EE | $560 | $1,380-59.4% | $4,268-86.9% | $2,243-75.1% |
| Participant deferral / active EE | $2,153 | $1,815+18.6% | $5,630-61.8% | $2,729-21.1% |
| Admin fee / account holder | $7 | $931-99.3% | $16,006-100.0% | $1,145-99.4% |