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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 | Recordkeeping and information managem... | $314 |
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.
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 | $31,893 | $46,100-30.8% | $86,582-63.2% | $69,631-54.2% |
| Participation rate | 19.6% | 67.2%-47.6pp | 73.5%-53.9pp | 70.7%-51.1pp |
| Annual return | 13.35% | 21.02%-7.7pp | 965.08%-951.7pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,473 | $2,432+1.7% | $3,609-31.5% | $3,224-23.3% |
| Admin fee / account holder | $11 | $94-88.3% | $4,904-99.8% | $110-90.0% |