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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 | Claims processing; Recordkeeping and ... | $629 |
Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $0 |
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 | $18,189 | $37,196-51.1% | $154,111-88.2% | $55,725-67.4% |
| Participation rate | 33.4% | 64.1%-30.6pp | 83.0%-49.6pp | 70.9%-37.4pp |
| Annual return | 9.19% | 1319.68%-1310.5pp | 735.18%-726.0pp | 244.93%-235.7pp |
| Employer contribution / active EE | $569 | $1,614-64.7% | $5,298-89.3% | $2,078-72.6% |
| Participant deferral / active EE | $664 | $2,068-67.9% | $5,081-86.9% | $3,356-80.2% |
| Admin fee / account holder | $9 | $102-91.5% | $13,411-99.9% | $115-92.5% |