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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $45,246 | $52,188-13.3% | $86,640-47.8% | $74,460-39.2% |
| Participation rate | 49.8% | 66.3%-16.5pp | 71.7%-21.9pp | 70.7%-20.9pp |
| Annual return | 12.77% | 44.46%-31.7pp | 592.52%-579.7pp | 34.38%-21.6pp |
| Employer contribution / active EE | $1,002 | $2,282-56.1% | $3,024-66.9% | $2,638-62.0% |
| Participant deferral / active EE | $987 | $3,383-70.8% | $4,438-77.8% | $4,530-78.2% |
| Admin fee / account holder | $3 | $319-99.0% | $5,616-99.9% | $348-99.0% |