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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 64 · EIN 13-1614399 | Recordkeeping Fees | $3,772 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 20-3691658 | Recordkeeping Fees | $2,315 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $14,779 | $46,173-68.0% | $170,435-91.3% | $69,631-78.8% |
| Participation rate | 88.8% | 63.9%+24.9pp | 83.6%+5.2pp | 70.7%+18.1pp |
| Annual return | 17.79% | 21.62%-3.8pp | 205.94%-188.2pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $444 | $1,610-72.4% | $5,432-91.8% | $2,032-78.1% |
| Participant deferral / active EE | $1,069 | $2,080-48.6% | $4,939-78.4% | $3,224-66.9% |
| Admin fee / account holder | $15 | $116-87.2% | $13,881-99.9% | $110-86.5% |