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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... | $2,384 |
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 | $21,296 | $52,884-59.7% | $84,753-74.9% | $55,167-61.4% |
| Participation rate | 64.4% | 67.5%-3.2pp | 76.6%-12.2pp | 69.0%-4.6pp |
| Annual return | 8.78% | 18.03%-9.3pp | 22.78%-14.0pp | 169.23%-160.5pp |
| Employer contribution / active EE | $471 | $2,233-78.9% | $3,574-86.8% | $1,963-76.0% |
| Participant deferral / active EE | $1,185 | $2,644-55.2% | $3,712-68.1% | $3,054-61.2% |
| Admin fee / account holder | $16 | $581-97.2% | $5,333-99.7% | $504-96.7% |