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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... | $3,882 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 P.O. BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $941 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,437 | $46,360-79.6% | $147,617-93.6% | $52,331-82.0% |
| Participation rate | 99.5% | 64.9%+34.6pp | 84.6%+14.9pp | 68.1%+31.4pp |
| Annual return | 0.18% | 1.62%-1.4pp | 61.98%-61.8pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,055 | $2,126-50.4% | $5,564-81.0% | $1,882-43.9% |
| Participant deferral / active EE | $777 | $2,258-65.6% | $4,895-84.1% | $3,022-74.3% |
| Admin fee / account holder | $33 | $766-95.6% | $11,612-99.7% | $592-94.4% |