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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... | $667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,959 | $53,128-60.6% | $86,582-75.8% | $70,126-70.1% |
| Participation rate | 60.0% | 65.3%-5.3pp | 73.5%-13.5pp | 69.5%-9.5pp |
| Annual return | 14.15% | 27.66%-13.5pp | 965.08%-950.9pp | 73.15%-59.0pp |
| Employer contribution / active EE | $562 | $2,068-72.8% | $2,839-80.2% | $2,343-76.0% |
| Participant deferral / active EE | $1,341 | $2,695-50.2% | $3,609-62.8% | $3,332-59.7% |
| Admin fee / account holder | $864 | $3,584-75.9% | $4,904-82.4% | $4,645-81.4% |