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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; Recordkeepi... | $1,692 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,962 | $52,967-56.6% | $172,753-86.7% | $65,186-64.8% |
| Participation rate | 66.1% | 66.2%-0.1pp | 82.6%-16.6pp | 70.2%-4.1pp |
| Annual return | 4.50% | 30.12%-25.6pp | 803.00%-798.5pp | 29.39%-24.9pp |
| Employer contribution / active EE | $543 | $2,190-75.2% | $5,144-89.4% | $2,177-75.0% |
| Participant deferral / active EE | $1,400 | $2,471-43.3% | $5,198-73.1% | $3,514-60.2% |
| Admin fee / account holder | $9 | $472-98.1% | $13,956-99.9% | $847-99.0% |