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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 | Claims processing; Recordkeeping and ... | $940 |
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 | $25,143 | $63,156-60.2% | $122,342-79.4% | $62,293-59.6% |
| Participation rate | 63.6% | 60.0%+3.6pp | 71.6%-8.0pp | 69.5%-5.9pp |
| Annual return | 17.98% | 20.61%-2.6pp | 30.28%-12.3pp | 28.90%-10.9pp |
| Employer contribution / active EE | $874 | $1,385-36.9% | $4,051-78.4% | $2,042-57.2% |
| Participant deferral / active EE | $1,147 | $2,321-50.6% | $3,287-65.1% | $3,169-63.8% |
| Admin fee / account holder | $6 | $440-98.6% | $5,478-99.9% | $479-98.7% |