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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 11 · EIN 13-1614399 | Actuarial | $16,447 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $53,556 | $68,025-21.3% | $220,428-75.7% | $198,586-73.0% |
| Participation rate | 38.1% | 38.3%-0.2pp | 43.5%-5.4pp | 13.5%+24.6pp |
| Annual return | 5.04% | 9.03%-4.0pp | 90.61%-85.6pp | 9.29%-4.2pp |
| Employer contribution / active EE | $8,476 | $14,065-39.7% | $32,730-74.1% | $15,168-44.1% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $101 | $1,029-90.2% | $12,805-99.2% | $2,037-95.0% |