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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $3,397 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 59-1235202 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,261 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,737 | $37,196-41.6% | $154,107-85.9% | $55,725-61.0% |
| Participation rate | 82.1% | 64.1%+18.1pp | 83.0%-0.9pp | 70.9%+11.3pp |
| Annual return | 0.21% | 1319.68%-1319.5pp | 735.12%-734.9pp | 244.93%-244.7pp |
| Employer contribution / active EE | $1,781 | $1,614+10.3% | $5,298-66.4% | $2,078-14.3% |
| Participant deferral / active EE | $374 | $2,068-81.9% | $5,081-92.6% | $3,356-88.8% |
| Admin fee / account holder | $10 | $102-90.4% | $13,411-99.9% | $115-91.5% |