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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 | Participant loan processing; Claims p... | $1,328 |
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 | $34,730 | $37,196-6.6% | $154,108-77.5% | $55,725-37.7% |
| Participation rate | 43.7% | 64.1%-20.4pp | 83.0%-39.3pp | 70.9%-27.1pp |
| Annual return | 13.20% | 1319.68%-1306.5pp | 735.21%-722.0pp | 244.93%-231.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $925 | $2,068-55.3% | $5,081-81.8% | $3,356-72.4% |
| Admin fee / account holder | $9 | $102-91.2% | $13,411-99.9% | $115-92.3% |