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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 | Participant loan processing; Account ... | $857 |
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 | $20,883 | $50,637-58.8% | $86,582-75.9% | $62,293-66.5% |
| Participation rate | 46.4% | 67.9%-21.5pp | 73.5%-27.2pp | 69.5%-23.2pp |
| Annual return | 13.65% | 20.80%-7.1pp | 965.08%-951.4pp | 28.90%-15.2pp |
| Employer contribution / active EE | $447 | $2,075-78.5% | $2,839-84.3% | $2,042-78.1% |
| Participant deferral / active EE | $842 | $2,611-67.8% | $3,609-76.7% | $3,169-73.4% |
| Admin fee / account holder | $10 | $413-97.5% | $4,904-99.8% | $479-97.9% |