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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 3136 WINTON ROAD SOUTH · ROCHESTER, NY 14623 | Pension Consulting | $4,097 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,747 | $55,453-73.4% | $170,435-91.3% | $62,293-76.3% |
| Participation rate | 36.5% | 66.4%-29.9pp | 83.6%-47.1pp | 69.5%-33.0pp |
| Annual return | 14.76% | 21.38%-6.6pp | 205.94%-191.2pp | 28.90%-14.1pp |
| Employer contribution / active EE | $355 | $2,164-83.6% | $5,432-93.5% | $2,042-82.6% |
| Participant deferral / active EE | $556 | $2,303-75.9% | $4,939-88.7% | $3,169-82.5% |
| Admin fee / account holder | $58 | $455-87.2% | $13,881-99.6% | $479-87.9% |