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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... | $1,094 |
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 | $30,849 | $46,732-34.0% | $156,551-80.3% | $55,167-44.1% |
| Participation rate | 68.6% | 65.8%+2.8pp | 84.0%-15.4pp | 69.0%-0.4pp |
| Annual return | 11.99% | 17.72%-5.7pp | 32.23%-20.2pp | 169.23%-157.2pp |
| Employer contribution / active EE | $577 | $2,105-72.6% | $5,501-89.5% | $1,963-70.6% |
| Participant deferral / active EE | $1,687 | $2,204-23.5% | $4,871-65.4% | $3,054-44.8% |
| Admin fee / account holder | $8 | $418-98.0% | $13,028-99.9% | $504-98.4% |