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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; Claims proc... | $19 |
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 | $51,941 | $44,873+15.8% | $79,467-34.6% | $56,289-7.7% |
| Participation rate | 55.7% | 68.7%-13.0pp | 73.3%-17.6pp | 69.9%-14.1pp |
| Annual return | -3.54% | 0.81%-4.3pp | 718.30%-721.8pp | -9.96%+6.4pp |
| Employer contribution / active EE | $698 | $2,140-67.4% | $2,800-75.1% | $2,111-66.9% |
| Participant deferral / active EE | $2,018 | $2,746-26.5% | $3,704-45.5% | $3,350-39.8% |
| Admin fee / account holder | $0 | $418-100.0% | $5,104-100.0% | $521-100.0% |