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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2+ years Filed as: MARSH INSURANCE & INVESTMENTS CORP Service code 53 · EIN 52-2189187 | Insurance Commissions | $18,290 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,431 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 64 320 PARK AVE · NEW YORK, NY 10022 | Recordkeeping Fees | $117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,687 | $68,408-49.3% | $57,196-39.4% | $57,658-39.8% |
| Participation rate | 29.7% | 79.1%-49.4pp | 75.3%-45.6pp | 70.2%-40.5pp |
| Annual return | 7.30% | 8.51%-1.2pp | 14.59%-7.3pp | 5.13%+2.2pp |
| Employer contribution / active EE | $246 | $2,869-91.4% | $2,683-90.8% | $1,974-87.6% |
| Participant deferral / active EE | $711 | $2,903-75.5% | $3,096-77.0% | $3,061-76.8% |
| Admin fee / account holder | $5 | $70-93.2% | $3,141-99.8% | $95-95.0% |