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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 | Recordkeeping and information managem... | $1,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $27,916 | $48,078-41.9% | $78,676-64.5% | $62,881-55.6% |
| Participation rate | 65.0% | 65.2%-0.2pp | 73.6%-8.6pp | 69.3%-4.3pp |
| Annual return | 6.01% | 31.36%-25.4pp | 62.19%-56.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,391 | $2,015-30.9% | $2,850-51.2% | $2,281-39.0% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $18 | $3,206-99.4% | $4,510-99.6% | $4,296-99.6% |