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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 | Participant loan processing; Claims p... | $2,706 |
TIAA3+ years Service code 12 730 THIRD AVE · NEW YORK, NY 10017 | Participant loan processing; Claims p... | $902 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,577 | $46,173-20.8% | $170,435-78.5% | $69,631-47.5% |
| Participation rate | 67.8% | 63.9%+3.9pp | 83.6%-15.8pp | 70.7%-2.9pp |
| Annual return | 14.09% | 21.62%-7.5pp | 205.94%-191.8pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $358 | $1,610-77.7% | $5,432-93.4% | $2,032-82.4% |
| Participant deferral / active EE | $931 | $2,080-55.3% | $4,939-81.2% | $3,224-71.1% |
| Admin fee / account holder | $5 | $116-96.0% | $13,881-100.0% | $110-95.8% |