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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 | Trustee (bank, trust company, or simi... | $195 |
Filed as: PRINCIPAL Service code 12 711 HIGH STREET · DES MOINES, IA 50392 | Claims processing; Insurance brokerag... | $72 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,145 | $52,188-63.3% | $86,656-77.9% | $74,473-74.3% |
| Participation rate | 37.6% | 66.3%-28.7pp | 71.7%-34.1pp | 70.7%-33.2pp |
| Annual return | 17.87% | 44.46%-26.6pp | 593.09%-575.2pp | 34.36%-16.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,025-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $867 | $3,383-74.4% | $4,439-80.5% | $4,530-80.9% |
| Admin fee / account holder | $1 | $319-99.6% | $5,619-100.0% | $347-99.6% |