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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANC CO Service code 11 320 PARK AVE · NEW YORK, NY 10022 | Actuarial | $15,478 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $14,824 | $218,893-93.2% | $436,953-96.6% | $233,076-93.6% |
| Participation rate | 50.0% | 49.9%+0.1pp | 44.2%+5.8pp | 46.4%+3.6pp |
| Annual return | 4.47% | -114.98%+119.4pp | -102.04%+106.5pp | -82.66%+87.1pp |
| Employer contribution / active EE | $75,000 | $39,361+90.5% | $36,232+107.0% | $43,771+71.3% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $59 | $11,759-99.5% | $12,721-99.5% | $11,204-99.5% |