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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $550 |
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 | $37,648 | $46,360-18.8% | $147,617-74.5% | $52,331-28.1% |
| Participation rate | 66.1% | 64.9%+1.2pp | 84.6%-18.5pp | 68.1%-2.0pp |
| Annual return | -1.60% | 1.62%-3.2pp | 61.98%-63.6pp | 4.54%-6.1pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,066 | $2,258+124.4% | $4,895+3.5% | $3,022+67.6% |
| Admin fee / account holder | $2 | $766-99.7% | $11,612-100.0% | $592-99.6% |