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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 | Account maintenance fees; Participant... | $4,375 |
Filed as: AXA EQUITABLE LIFE INS. CO. Service code 25 P.O. BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $645 |
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 | $10,740 | $46,732-77.0% | $156,551-93.1% | $55,167-80.5% |
| Participation rate | 89.8% | 65.8%+24.0pp | 84.0%+5.8pp | 69.0%+20.8pp |
| Annual return | 7.59% | 17.72%-10.1pp | 32.23%-24.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,315 | $2,105-37.6% | $5,501-76.1% | $1,963-33.0% |
| Participant deferral / active EE | $895 | $2,204-59.4% | $4,871-81.6% | $3,054-70.7% |
| Admin fee / account holder | $25 | $418-94.1% | $13,028-99.8% | $504-95.1% |