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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 | Account maintenance fees; Participant... | $896 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,408 | $46,732-52.0% | $156,551-85.7% | $55,167-59.4% |
| Participation rate | 61.4% | 65.8%-4.4pp | 84.0%-22.7pp | 69.0%-7.6pp |
| Annual return | 19.43% | 17.72%+1.7pp | 32.23%-12.8pp | 169.23%-149.8pp |
| Employer contribution / active EE | $327 | $2,105-84.4% | $5,501-94.0% | $1,963-83.3% |
| Participant deferral / active EE | $1,161 | $2,204-47.3% | $4,871-76.2% | $3,054-62.0% |
| Admin fee / account holder | $6 | $418-98.5% | $13,028-100.0% | $504-98.8% |