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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 | $49,468-71.1% | $150,298-90.5% | $103,975-86.3% |
| Participation rate | 14.3% | 58.1%-43.9pp | 77.8%-63.5pp | 72.5%-58.3pp |
| Annual return | 13.99% | 38.98%-25.0pp | 62.79%-48.8pp | 19.41%-5.4pp |
| Employer contribution / active EE | $202 | $1,670-87.9% | $4,154-95.1% | $3,722-94.6% |
| Participant deferral / active EE | $414 | $2,650-84.4% | $5,453-92.4% | $5,343-92.3% |
| Admin fee / account holder | $35 | $385-91.0% | $14,116-99.8% | $332-89.6% |