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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 | Recordkeeping and information managem... | $1,317 |
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 | $30,603 | $36,916-17.1% | $156,551-80.5% | $57,658-46.9% |
| Participation rate | 37.0% | 63.4%-26.5pp | 84.0%-47.0pp | 70.2%-33.3pp |
| Annual return | 23.56% | 12.38%+11.2pp | 32.23%-8.7pp | 5.13%+18.4pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $773 | $1,926-59.9% | $4,871-84.1% | $3,061-74.7% |
| Admin fee / account holder | $10 | $82-87.4% | $13,028-99.9% | $95-89.0% |