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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... | $1,608 |
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 | $25,416 | $47,977-47.0% | $154,108-83.5% | $56,289-54.8% |
| Participation rate | 63.5% | 66.2%-2.7pp | 83.0%-19.6pp | 69.9%-6.4pp |
| Annual return | 9.78% | 3.54%+6.2pp | 735.21%-725.4pp | -9.96%+19.7pp |
| Employer contribution / active EE | $492 | $2,169-77.3% | $5,298-90.7% | $2,111-76.7% |
| Participant deferral / active EE | $1,503 | $2,392-37.1% | $5,081-70.4% | $3,350-55.1% |
| Admin fee / account holder | $9 | $438-97.9% | $13,411-99.9% | $521-98.2% |