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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,773-61.1% | $189,758-92.5% | $85,660-83.3% |
| Participation rate | 14.3% | 63.3%-49.0pp | 79.8%-65.5pp | 74.8%-60.6pp |
| Annual return | 13.99% | 55.47%-41.5pp | 52.62%-38.6pp | 19.52%-5.5pp |
| Employer contribution / active EE | $202 | $1,536-86.8% | $4,767-95.8% | $4,199-95.2% |
| Participant deferral / active EE | $414 | $1,800-77.0% | $5,856-92.9% | $3,518-88.2% |
| Admin fee / account holder | $35 | $132-73.7% | $20,388-99.8% | $224-84.6% |