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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,998 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVENEUE · NEW YORK, NY 10022 | Recordkeeping | $75 |
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 | $25,011 | $36,916-32.3% | $156,551-84.0% | $57,658-56.6% |
| Participation rate | 28.1% | 63.4%-35.4pp | 84.0%-55.9pp | 70.2%-42.2pp |
| Annual return | -3.09% | 12.38%-15.5pp | 32.23%-35.3pp | 5.13%-8.2pp |
| Employer contribution / active EE | $495 | $1,571-68.5% | $5,501-91.0% | $1,974-74.9% |
| Participant deferral / active EE | $621 | $1,926-67.8% | $4,871-87.3% | $3,061-79.7% |
| Admin fee / account holder | $8 | $82-89.8% | $13,028-99.9% | $95-91.1% |