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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,062 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $303 |
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 | $42,864 | $46,360-7.5% | $147,617-71.0% | $52,331-18.1% |
| Participation rate | 57.8% | 64.9%-7.1pp | 84.6%-26.8pp | 68.1%-10.3pp |
| Annual return | 0.23% | 1.62%-1.4pp | 61.98%-61.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,138 | $2,126-46.5% | $5,564-79.5% | $1,882-39.5% |
| Participant deferral / active EE | $1,641 | $2,258-27.3% | $4,895-66.5% | $3,022-45.7% |
| Admin fee / account holder | $7 | $766-99.1% | $11,612-99.9% | $592-98.8% |