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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,164 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $76 |
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 | $31,192 | $46,173-32.4% | $170,435-81.7% | $69,631-55.2% |
| Participation rate | 28.7% | 63.9%-35.2pp | 83.6%-54.9pp | 70.7%-42.0pp |
| Annual return | 13.96% | 21.62%-7.7pp | 205.94%-192.0pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $641 | $1,610-60.2% | $5,432-88.2% | $2,032-68.5% |
| Participant deferral / active EE | $814 | $2,080-60.8% | $4,939-83.5% | $3,224-74.7% |
| Admin fee / account holder | $14 | $116-88.2% | $13,881-99.9% | $110-87.6% |