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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 | Participant loan processing; Recordke... | $743 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,566 | $46,173-49.0% | $170,435-86.2% | $69,631-66.2% |
| Participation rate | 35.8% | 63.9%-28.1pp | 83.6%-47.8pp | 70.7%-34.9pp |
| Annual return | 13.08% | 21.62%-8.5pp | 205.94%-192.9pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $378 | $1,610-76.5% | $5,432-93.0% | $2,032-81.4% |
| Participant deferral / active EE | $774 | $2,080-62.8% | $4,939-84.3% | $3,224-76.0% |
| Admin fee / account holder | $6 | $116-95.2% | $13,881-100.0% | $110-94.9% |