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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... | $430 |
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.
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 | $17,934 | $77,638-76.9% | $156,551-88.5% | $62,881-71.5% |
| Participation rate | 44.0% | 71.2%-27.2pp | 84.0%-40.1pp | 69.3%-25.3pp |
| Annual return | 4.50% | 50.33%-45.8pp | 32.23%-27.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $580 | $3,444-83.2% | $5,501-89.5% | $2,281-74.6% |
| Participant deferral / active EE | $1,131 | $3,046-62.9% | $4,871-76.8% | $3,203-64.7% |
| Admin fee / account holder | $6 | $5,561-99.9% | $13,028-100.0% | $4,296-99.9% |