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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... | $428 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,000 | $65,125-46.3% | $143,797-75.7% | $66,949-47.7% |
| Participation rate | 42.3% | 65.2%-22.9pp | 80.3%-38.0pp | 69.8%-27.5pp |
| Annual return | -13.93% | -11.13%-2.8pp | -0.04%-13.9pp | 1.57%-15.5pp |
| Employer contribution / active EE | $874 | $2,362-63.0% | $4,952-82.3% | $2,545-65.7% |
| Participant deferral / active EE | $1,015 | $2,920-65.3% | $5,638-82.0% | $4,239-76.1% |
| Admin fee / account holder | $6 | $503-98.8% | $14,679-100.0% | $594-99.0% |