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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 | Claims processing; Recordkeeping and ... | $1,139 |
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 | $25,263 | $55,453-54.4% | $170,435-85.2% | $62,293-59.4% |
| Participation rate | 36.9% | 66.4%-29.4pp | 83.6%-46.7pp | 69.5%-32.6pp |
| Annual return | 9.82% | 21.38%-11.6pp | 205.94%-196.1pp | 28.90%-19.1pp |
| Employer contribution / active EE | $491 | $2,164-77.3% | $5,432-91.0% | $2,042-76.0% |
| Participant deferral / active EE | $740 | $2,303-67.9% | $4,939-85.0% | $3,169-76.7% |
| Admin fee / account holder | $10 | $455-97.8% | $13,881-99.9% | $479-97.9% |