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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,115 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 · EIN 13-1614399 | Recordkeeping | $5 |
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 | $49,462 | $55,453-10.8% | $170,439-71.0% | $62,293-20.6% |
| Participation rate | 37.5% | 66.4%-28.9pp | 83.6%-46.1pp | 69.5%-32.0pp |
| Annual return | 16.18% | 21.38%-5.2pp | 205.94%-189.8pp | 28.90%-12.7pp |
| Employer contribution / active EE | $338 | $2,164-84.4% | $5,433-93.8% | $2,042-83.5% |
| Participant deferral / active EE | $1,036 | $2,303-55.0% | $4,939-79.0% | $3,169-67.3% |
| Admin fee / account holder | $9 | $455-97.9% | $13,881-99.9% | $479-98.0% |