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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA SEC CORP LLC Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $28,709 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,937 | $52,450-29.6% | $129,384-71.5% | $74,459-50.4% |
| Participation rate | 34.9% | 53.8%-18.9pp | 69.6%-34.7pp | 67.2%-32.3pp |
| Annual return | 23.89% | 15.65%+8.2pp | 9461.77%-9437.9pp | 1369.70%-1345.8pp |
| Employer contribution / active EE | $847 | $1,532-44.7% | $4,153-79.6% | $2,626-67.7% |
| Participant deferral / active EE | $1,674 | $2,797-40.1% | $4,166-59.8% | $4,350-61.5% |
| Admin fee / account holder | $215 | $2,636-91.8% | $7,686-97.2% | $1,945-88.9% |