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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,902 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $225 |
MMA SECURITIES LLC1 year Service code 53 · EIN 22-3570392 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,160 | $50,637-64.1% | $86,582-79.0% | $62,293-70.8% |
| Participation rate | 29.8% | 67.9%-38.1pp | 73.5%-43.7pp | 69.5%-39.7pp |
| Annual return | 12.35% | 20.80%-8.4pp | 965.08%-952.7pp | 28.90%-16.5pp |
| Employer contribution / active EE | $395 | $2,075-80.9% | $2,839-86.1% | $2,042-80.6% |
| Participant deferral / active EE | $1,039 | $2,611-60.2% | $3,609-71.2% | $3,169-67.2% |
| Admin fee / account holder | $75 | $413-81.8% | $4,904-98.5% | $479-84.3% |