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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; Participant... | $3,746 |
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 | $23,836 | $37,117-35.8% | $147,617-83.9% | $55,191-56.8% |
| Participation rate | 52.5% | 63.6%-11.1pp | 84.6%-32.1pp | 69.2%-16.6pp |
| Annual return | -0.42% | 3.44%-3.9pp | 61.98%-62.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $414 | $1,620-74.5% | $5,564-92.6% | $1,899-78.2% |
| Participant deferral / active EE | $1,223 | $1,985-38.4% | $4,895-75.0% | $3,046-59.8% |
| Admin fee / account holder | $8 | $86-90.4% | $11,612-99.9% | $91-90.9% |