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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 | Participant loan processing; Account ... | $1,333 |
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 | $35,304 | $46,173-23.5% | $170,435-79.3% | $69,631-49.3% |
| Participation rate | 40.5% | 63.9%-23.4pp | 83.6%-43.1pp | 70.7%-30.2pp |
| Annual return | 9.38% | 21.62%-12.2pp | 205.94%-196.6pp | 27571.02%-27561.6pp |
| Employer contribution / active EE | $286 | $1,610-82.2% | $5,432-94.7% | $2,032-85.9% |
| Participant deferral / active EE | $1,065 | $2,080-48.8% | $4,939-78.4% | $3,224-67.0% |
| Admin fee / account holder | $6 | $116-94.6% | $13,881-100.0% | $110-94.3% |