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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... | $1,016 |
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 | $37,250 | $55,453-32.8% | $170,435-78.1% | $62,293-40.2% |
| Participation rate | 58.8% | 66.4%-7.5pp | 83.6%-24.8pp | 69.5%-10.7pp |
| Annual return | 17.44% | 21.38%-3.9pp | 205.94%-188.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $518 | $2,164-76.0% | $5,432-90.5% | $2,042-74.6% |
| Participant deferral / active EE | $1,529 | $2,303-33.6% | $4,939-69.0% | $3,169-51.7% |
| Admin fee / account holder | $7 | $455-98.4% | $13,881-99.9% | $479-98.5% |