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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 | Claims processing; Recordkeeping and ... | $400 |
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 | $57,045 | $36,916+54.5% | $156,551-63.6% | $57,658-1.1% |
| Participation rate | 13.3% | 63.4%-50.1pp | 84.0%-70.7pp | 70.2%-56.9pp |
| Annual return | 4.97% | 12.38%-7.4pp | 32.23%-27.3pp | 5.13%-0.2pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $598 | $1,926-68.9% | $4,871-87.7% | $3,061-80.5% |
| Admin fee / account holder | $42 | $82-49.6% | $13,028-99.7% | $95-56.1% |