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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... | $3,465 |
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 | $21,034 | $37,196-43.5% | $154,108-86.4% | $55,725-62.3% |
| Participation rate | 56.2% | 64.1%-7.9pp | 83.0%-26.8pp | 70.9%-14.7pp |
| Annual return | -3.74% | 1319.68%-1323.4pp | 735.21%-738.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $575 | $1,614-64.4% | $5,298-89.2% | $2,078-72.3% |
| Participant deferral / active EE | $1,484 | $2,068-28.2% | $5,081-70.8% | $3,356-55.8% |
| Admin fee / account holder | $9 | $102-90.7% | $13,411-99.9% | $115-91.8% |