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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 | Account maintenance fees; Recordkeepi... | $1,445 |
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 | $32,613 | $41,854-22.1% | $73,836-55.8% | $52,331-37.7% |
| Participation rate | 59.6% | 66.2%-6.6pp | 73.4%-13.8pp | 68.1%-8.5pp |
| Annual return | 4.58% | 2.11%+2.5pp | 2268.06%-2263.5pp | 4.54%0pp |
| Employer contribution / active EE | $2,195 | $1,920+14.3% | $2,787-21.2% | $1,882+16.7% |
| Participant deferral / active EE | $1,006 | $2,498-59.7% | $3,583-71.9% | $3,022-66.7% |
| Admin fee / account holder | $10 | $493-98.0% | $4,882-99.8% | $592-98.3% |