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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $26,851 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Recordkeeping and information managem... | $120 |
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 | $24,175 | $52,967-54.4% | $172,753-86.0% | $65,186-62.9% |
| Participation rate | 31.9% | 66.2%-34.3pp | 82.6%-50.7pp | 70.2%-38.3pp |
| Annual return | 26.08% | 30.12%-4.0pp | 803.00%-776.9pp | 29.39%-3.3pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,558 | $2,471-37.0% | $5,198-70.0% | $3,514-55.7% |
| Admin fee / account holder | $5 | $472-99.0% | $13,956-100.0% | $847-99.5% |