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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 | Account maintenance fees; Claims proc... | $5,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,571 | $47,163-16.1% | $149,696-73.6% | $74,460-46.9% |
| Participation rate | 57.3% | 63.4%-6.1pp | 78.8%-21.5pp | 70.7%-13.5pp |
| Annual return | 13.60% | 22.75%-9.2pp | 134.46%-120.9pp | 34.38%-20.8pp |
| Employer contribution / active EE | $1,241 | $1,907-34.9% | $4,821-74.3% | $2,638-53.0% |
| Participant deferral / active EE | $1,072 | $2,730-60.7% | $5,682-81.1% | $4,530-76.3% |
| Admin fee / account holder | $8 | $343-97.6% | $13,212-99.9% | $348-97.6% |