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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; Recordkeepi... | $3,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $20,385 | $46,173-55.9% | $170,435-88.0% | $69,631-70.7% |
| Participation rate | 59.6% | 63.9%-4.3pp | 83.6%-24.0pp | 70.7%-11.1pp |
| Annual return | 11.26% | 21.62%-10.4pp | 205.94%-194.7pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $522 | $1,610-67.6% | $5,432-90.4% | $2,032-74.3% |
| Participant deferral / active EE | $1,306 | $2,080-37.2% | $4,939-73.6% | $3,224-59.5% |
| Admin fee / account holder | $9 | $116-92.0% | $13,881-99.9% | $110-91.6% |