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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,256 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $70 |
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 | $31,889 | $37,196-14.3% | $154,111-79.3% | $55,725-42.8% |
| Participation rate | 28.5% | 64.1%-35.6pp | 83.0%-54.5pp | 70.9%-42.4pp |
| Annual return | 9.07% | 1319.68%-1310.6pp | 735.18%-726.1pp | 244.93%-235.9pp |
| Employer contribution / active EE | $583 | $1,614-63.9% | $5,298-89.0% | $2,078-72.0% |
| Participant deferral / active EE | $746 | $2,068-63.9% | $5,081-85.3% | $3,356-77.8% |
| Admin fee / account holder | $11 | $102-89.6% | $13,411-99.9% | $115-90.8% |