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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 462060368 | Recordkeeping | $13,503 |
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $629 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,441 | $77,638-76.2% | $156,551-88.2% | $62,881-70.7% |
| Participation rate | 64.6% | 71.2%-6.6pp | 84.0%-19.4pp | 69.3%-4.7pp |
| Annual return | -1.26% | 50.33%-51.6pp | 32.23%-33.5pp | 20.14%-21.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $694 | $3,046-77.2% | $4,871-85.8% | $3,203-78.3% |
| Admin fee / account holder | $86 | $5,561-98.4% | $13,028-99.3% | $4,296-98.0% |