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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; Recordkeepi... | $802 |
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 | $23,996 | $47,977-50.0% | $154,111-84.4% | $56,287-57.4% |
| Participation rate | 68.2% | 66.2%+2.1pp | 83.0%-14.8pp | 69.9%-1.6pp |
| Annual return | -3.24% | 3.54%-6.8pp | 735.18%-738.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $996 | $2,169-54.1% | $5,298-81.2% | $2,111-52.8% |
| Participant deferral / active EE | $1,316 | $2,392-45.0% | $5,081-74.1% | $3,350-60.7% |
| Admin fee / account holder | $8 | $438-98.2% | $13,411-99.9% | $521-98.4% |