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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,357 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVENUE · NEW YORK, NC 10022 | Recordkeeping | $52 |
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 | $32,069 | $62,928-49.0% | $172,755-81.4% | $67,579-52.5% |
| Participation rate | 30.6% | 64.5%-33.9pp | 82.6%-52.1pp | 71.3%-40.7pp |
| Annual return | 4.00% | 30.36%-26.4pp | 802.94%-798.9pp | 378.56%-374.6pp |
| Employer contribution / active EE | $678 | $1,636-58.6% | $5,144-86.8% | $2,148-68.4% |
| Participant deferral / active EE | $934 | $2,145-56.5% | $5,198-82.0% | $3,539-73.6% |
| Admin fee / account holder | $10 | $167-93.9% | $13,955-99.9% | $142-92.9% |