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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $971 |
Filed as: MUTUAL OF AMERICA LIFE INS. CO. Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $21,947 | $41,854-47.6% | $73,836-70.3% | $52,331-58.1% |
| Participation rate | 52.9% | 66.2%-13.3pp | 73.4%-20.5pp | 68.1%-15.2pp |
| Annual return | 0.19% | 2.11%-1.9pp | 2268.06%-2267.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,024 | $1,920-46.7% | $2,787-63.3% | $1,882-45.6% |
| Participant deferral / active EE | $394 | $2,498-84.2% | $3,583-89.0% | $3,022-87.0% |
| Admin fee / account holder | $6 | $493-98.9% | $4,882-99.9% | $592-99.0% |