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| Provider | Service type | Compensation |
|---|---|---|
MUTUAL OF AMERICA SEC. CORP LLC1+ years Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $4,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,417 | $62,715-89.8% | $104,299-93.8% | $66,949-90.4% |
| Participation rate | 51.5% | 59.6%-8.1pp | 73.3%-21.8pp | 69.8%-18.4pp |
| Annual return | 0.00% | -14.70%+14.7pp | 24.62%-24.6pp | 1.57%-1.6pp |
| Employer contribution / active EE | $214 | $1,976-89.2% | $3,373-93.7% | $2,545-91.6% |
| Participant deferral / active EE | $1,304 | $2,852-54.3% | $4,626-71.8% | $4,239-69.2% |
| Admin fee / account holder | $45 | $657-93.1% | $7,339-99.4% | $594-92.4% |