Filed October 30, 2020
Total covered: 11 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $750 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 25 · EIN 13-5570651 350 ESSJAY ROAD, SUITE 300 · WILLIAMSVILLE, NY 14221 | Directed Trustee | $0 |
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 | $0 | $37,117-100.0% | $147,617-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 63.6%-63.6pp | 84.6%-84.6pp | 69.2%-69.2pp |
| Annual return | 8.92% | 3.44%+5.5pp | 61.98%-53.1pp | 10.78%-1.9pp |
| Employer contribution / active EE | $1,566 | $1,620-3.3% | $5,564-71.8% | $1,899-17.5% |
| Participant deferral / active EE | $1,671 | $1,985-15.9% | $4,895-65.9% | $3,046-45.2% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |