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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... | $752 |
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.
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 | $25,902 | $43,423-40.3% | $78,676-67.1% | $55,167-53.0% |
| Participation rate | 34.6% | 68.0%-33.5pp | 73.6%-39.0pp | 69.0%-34.4pp |
| Annual return | 33.47% | 11.53%+21.9pp | 62.19%-28.7pp | 169.23%-135.8pp |
| Employer contribution / active EE | $812 | $1,997-59.3% | $2,850-71.5% | $1,963-58.6% |
| Participant deferral / active EE | $645 | $2,509-74.3% | $3,517-81.7% | $3,054-78.9% |
| Admin fee / account holder | $7 | $416-98.3% | $4,510-99.8% | $504-98.6% |