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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $716 |
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 | $22,870 | $62,928-63.7% | $172,752-86.8% | $67,579-66.2% |
| Participation rate | 34.4% | 64.5%-30.1pp | 82.6%-48.2pp | 71.3%-36.9pp |
| Annual return | 21.87% | 30.36%-8.5pp | 802.97%-781.1pp | 378.56%-356.7pp |
| Employer contribution / active EE | $326 | $1,636-80.1% | $5,144-93.7% | $2,148-84.8% |
| Participant deferral / active EE | $1,016 | $2,145-52.6% | $5,198-80.4% | $3,539-71.3% |
| Admin fee / account holder | $4 | $167-97.4% | $13,955-100.0% | $142-97.0% |