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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 | Recordkeeping and information managem... | $1,185 |
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 | $24,868 | $55,453-55.2% | $170,435-85.4% | $62,293-60.1% |
| Participation rate | 59.6% | 66.4%-6.8pp | 83.6%-24.0pp | 69.5%-9.9pp |
| Annual return | 29.32% | 21.38%+7.9pp | 205.94%-176.6pp | 28.90%+0.4pp |
| Employer contribution / active EE | $331 | $2,164-84.7% | $5,432-93.9% | $2,042-83.8% |
| Participant deferral / active EE | $1,215 | $2,303-47.3% | $4,939-75.4% | $3,169-61.7% |
| Admin fee / account holder | $8 | $455-98.3% | $13,881-99.9% | $479-98.4% |