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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... | $4,960 |
Filed as: AXA EQUITABLE LIFE INSURANCE Service code 25 P.O. BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $134 |
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 | $10,797 | $46,173-76.6% | $170,435-93.7% | $69,631-84.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 15.66% | 21.62%-6.0pp | 205.94%-190.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,166 | $1,610-27.6% | $5,432-78.5% | $2,032-42.6% |
| Participant deferral / active EE | $798 | $2,080-61.7% | $4,939-83.8% | $3,224-75.3% |
| Admin fee / account holder | $12 | $116-89.5% | $13,881-99.9% | $110-88.9% |