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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $5,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,650 | $55,472-61.0% | $155,567-86.1% | $74,546-71.0% |
| Participation rate | 64.1% | 61.9%+2.2pp | 78.2%-14.1pp | 67.2%-3.1pp |
| Annual return | 17.68% | 268.72%-251.0pp | 64.74%-47.1pp | 1366.03%-1348.4pp |
| Employer contribution / active EE | $6 | $2,269-99.7% | $4,674-99.9% | $2,624-99.8% |
| Participant deferral / active EE | $985 | $2,838-65.3% | $5,628-82.5% | $4,347-77.3% |
| Admin fee / account holder | $18 | $1,743-98.9% | $15,916-99.9% | $1,944-99.1% |