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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Recordkeeping and information managem... | $8,776 |
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 | $26,006 | $38,165-31.9% | $189,758-86.3% | $69,255-62.4% |
| Participation rate | 40.2% | 66.7%-26.4pp | 79.8%-39.6pp | 69.0%-28.8pp |
| Annual return | 10.94% | 14.65%-3.7pp | 52.62%-41.7pp | 26.73%-15.8pp |
| Employer contribution / active EE | $211 | $1,589-86.7% | $4,767-95.6% | $2,645-92.0% |
| Participant deferral / active EE | $1,362 | $2,073-34.3% | $5,856-76.7% | $2,890-52.9% |
| Admin fee / account holder | $9 | $714-98.8% | $20,388-100.0% | $733-98.8% |