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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... | $1,051 |
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 | $40,719 | $46,732-12.9% | $156,551-74.0% | $55,167-26.2% |
| Participation rate | 67.3% | 65.8%+1.5pp | 84.0%-16.7pp | 69.0%-1.7pp |
| Annual return | 5.22% | 17.72%-12.5pp | 32.23%-27.0pp | 169.23%-164.0pp |
| Employer contribution / active EE | $1,206 | $2,105-42.7% | $5,501-78.1% | $1,963-38.5% |
| Participant deferral / active EE | $2,394 | $2,204+8.6% | $4,871-50.8% | $3,054-21.6% |
| Admin fee / account holder | $10 | $418-97.5% | $13,028-99.9% | $504-97.9% |