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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; Participant... | $1,564 |
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 | $19,285 | $47,977-59.8% | $154,108-87.5% | $56,289-65.7% |
| Participation rate | 62.6% | 66.2%-3.6pp | 83.0%-20.4pp | 69.9%-7.2pp |
| Annual return | -4.95% | 3.54%-8.5pp | 735.21%-740.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $717 | $2,169-66.9% | $5,298-86.5% | $2,111-66.0% |
| Participant deferral / active EE | $1,223 | $2,392-48.9% | $5,081-75.9% | $3,350-63.5% |
| Admin fee / account holder | $132 | $438-69.9% | $13,411-99.0% | $521-74.6% |