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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 | Recordkeeping and information managem... | $1,708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,844 | $52,293-25.7% | $178,503-78.2% | $73,412-47.1% |
| Participation rate | 52.1% | 65.3%-13.2pp | 81.9%-29.8pp | 72.2%-20.1pp |
| Annual return | 9.02% | 34.75%-25.7pp | 151.12%-142.1pp | 59.30%-50.3pp |
| Employer contribution / active EE | $922 | $1,736-46.9% | $5,011-81.6% | $2,234-58.7% |
| Participant deferral / active EE | $1,215 | $2,333-47.9% | $5,202-76.6% | $3,806-68.1% |
| Admin fee / account holder | $8 | $127-93.5% | $13,987-99.9% | $158-94.8% |