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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... | $210 |
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 | $40,971 | $46,732-12.3% | $156,551-73.8% | $55,167-25.7% |
| Participation rate | 36.1% | 65.8%-29.7pp | 84.0%-47.9pp | 69.0%-32.9pp |
| Annual return | 8.43% | 17.72%-9.3pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $430 | $2,105-79.6% | $5,501-92.2% | $1,963-78.1% |
| Participant deferral / active EE | $659 | $2,204-70.1% | $4,871-86.5% | $3,054-78.4% |
| Admin fee / account holder | $36 | $418-91.5% | $13,028-99.7% | $504-92.9% |