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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 | Recordkeeping and information managem... | $959 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,919 | $43,423+65.6% | $78,676-8.6% | $55,167+30.4% |
| Participation rate | 31.3% | 68.0%-36.7pp | 73.6%-42.3pp | 69.0%-37.7pp |
| Annual return | 9.57% | 11.53%-2.0pp | 62.19%-52.6pp | 169.23%-159.7pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,491 | $2,509-40.6% | $3,517-57.6% | $3,054-51.2% |
| Admin fee / account holder | $15 | $416-96.4% | $4,510-99.7% | $504-97.1% |