Filed April 16, 2026
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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... | $709 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $18,864 | $46,360-59.3% | $147,617-87.2% | $52,331-64.0% |
| Participation rate | 23.5% | 64.9%-41.4pp | 84.6%-61.1pp | 68.1%-44.6pp |
| Annual return | -0.39% | 1.62%-2.0pp | 61.98%-62.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,018 | $2,258-54.9% | $4,895-79.2% | $3,022-66.3% |
| Admin fee / account holder | $10 | $766-98.7% | $11,612-99.9% | $592-98.4% |