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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; Claims proc... | $275 |
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 | $38,194 | $71,802-46.8% | $133,975-71.5% | $57,658-33.8% |
| Participation rate | 1.1% | 85.5%-84.3pp | 87.1%-85.9pp | 70.2%-69.1pp |
| Annual return | 8.26% | 13.51%-5.2pp | 29.29%-21.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $87 | $4,606-98.1% | $6,282-98.6% | $3,061-97.2% |
| Admin fee / account holder | $13 | $88-85.1% | $9,324-99.9% | $95-86.1% |