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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... | $865 |
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 | $20,866 | $55,453-62.4% | $170,435-87.8% | $62,293-66.5% |
| Participation rate | 50.4% | 66.4%-16.0pp | 83.6%-33.2pp | 69.5%-19.1pp |
| Annual return | 9.38% | 21.38%-12.0pp | 205.94%-196.6pp | 28.90%-19.5pp |
| Employer contribution / active EE | $481 | $2,164-77.8% | $5,432-91.1% | $2,042-76.5% |
| Participant deferral / active EE | $1,187 | $2,303-48.4% | $4,939-76.0% | $3,169-62.5% |
| Admin fee / account holder | $10 | $455-97.8% | $13,881-99.9% | $479-97.9% |