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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 | Claims processing; Recordkeeping and ... | $1,689 |
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 | $40,036 | $52,293-23.4% | $178,503-77.6% | $73,412-45.5% |
| Participation rate | 44.2% | 65.3%-21.2pp | 81.9%-37.8pp | 72.2%-28.0pp |
| Annual return | 9.66% | 34.75%-25.1pp | 151.12%-141.5pp | 59.30%-49.6pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $986 | $2,333-57.7% | $5,202-81.0% | $3,806-74.1% |
| Admin fee / account holder | $13 | $127-90.2% | $13,987-99.9% | $158-92.1% |