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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Account maintenance fees; Participant... | $2,113 |
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 | $24,045 | $50,902-52.8% | $155,534-84.5% | $77,736-69.1% |
| Participation rate | 46.6% | 63.1%-16.5pp | 78.2%-31.6pp | 70.6%-24.0pp |
| Annual return | 13.15% | 34.85%-21.7pp | 64.92%-51.8pp | 31.26%-18.1pp |
| Employer contribution / active EE | $230 | $1,991-88.5% | $4,675-95.1% | $2,728-91.6% |
| Participant deferral / active EE | $1,593 | $2,824-43.6% | $5,630-71.7% | $4,651-65.7% |
| Admin fee / account holder | $3 | $437-99.4% | $15,900-100.0% | $433-99.4% |