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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; Recordke... | $1,206 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,936 | $43,999-22.9% | $79,467-57.3% | $55,725-39.1% |
| Participation rate | 43.7% | 66.9%-23.2pp | 73.3%-29.6pp | 70.9%-27.1pp |
| Annual return | -4.20% | 1.81%-6.0pp | 718.30%-722.5pp | 244.93%-249.1pp |
| Employer contribution / active EE | $313 | $1,830-82.9% | $2,800-88.8% | $2,078-84.9% |
| Participant deferral / active EE | $1,188 | $2,538-53.2% | $3,704-67.9% | $3,356-64.6% |
| Admin fee / account holder | $6 | $118-94.7% | $5,104-99.9% | $115-94.6% |