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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1 year Service code 25 · EIN 22-1146460 | Directed Trustee | $40,201 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $805 |
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 | $181,105 | $50,637+257.7% | $86,582+109.2% | $62,293+190.7% |
| Participation rate | 7.2% | 67.9%-60.7pp | 73.5%-66.3pp | 69.5%-62.3pp |
| Annual return | 14.82% | 20.80%-6.0pp | 965.08%-950.3pp | 28.90%-14.1pp |
| Employer contribution / active EE | $386 | $2,075-81.4% | $2,839-86.4% | $2,042-81.1% |
| Participant deferral / active EE | $1,368 | $2,611-47.6% | $3,609-62.1% | $3,169-56.8% |
| Admin fee / account holder | $167 | $413-59.5% | $4,904-96.6% | $479-65.1% |