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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... | $602 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $45,287 | $44,873+0.9% | $79,476-43.0% | $56,287-19.5% |
| Participation rate | 44.0% | 68.7%-24.7pp | 73.3%-29.3pp | 69.9%-25.8pp |
| Annual return | -3.47% | 0.81%-4.3pp | 718.21%-721.7pp | -9.96%+6.5pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,175 | $2,746-57.2% | $3,704-68.3% | $3,350-64.9% |
| Admin fee / account holder | $10 | $418-97.6% | $5,113-99.8% | $521-98.0% |