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| Provider | Service type | Compensation |
|---|---|---|
MUTUAL OF AMERICA SEC. CORP LLC3+ years Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $7,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,295 | $38,006-62.4% | $161,489-91.1% | $89,670-84.1% |
| Participation rate | 14.3% | 55.7%-41.4pp | 78.7%-64.4pp | 71.2%-56.9pp |
| Annual return | 13.99% | 51.85%-37.9pp | 89.72%-75.7pp | 19.66%-5.7pp |
| Employer contribution / active EE | $202 | $1,536-86.8% | $4,268-95.3% | $4,041-95.0% |
| Participant deferral / active EE | $414 | $1,865-77.8% | $5,630-92.7% | $3,962-89.6% |
| Admin fee / account holder | $35 | $249-86.1% | $16,006-99.8% | $352-90.2% |