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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2 years Service code 25 · EIN 22-1146460 | Directed Trustee | $19,561 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $497 |
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 | $52,121 | $44,873+16.2% | $79,467-34.4% | $56,289-7.4% |
| Participation rate | 28.7% | 68.7%-40.1pp | 73.3%-44.7pp | 69.9%-41.2pp |
| Annual return | -4.69% | 0.81%-5.5pp | 718.30%-723.0pp | -9.96%+5.3pp |
| Employer contribution / active EE | $435 | $2,140-79.7% | $2,800-84.5% | $2,111-79.4% |
| Participant deferral / active EE | $1,420 | $2,746-48.3% | $3,704-61.7% | $3,350-57.6% |
| Admin fee / account holder | $264 | $418-36.9% | $5,104-94.8% | $521-49.3% |