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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... | $603 |
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 | $51,392 | $37,117+38.5% | $147,617-65.2% | $55,191-6.9% |
| Participation rate | 17.6% | 63.6%-46.0pp | 84.6%-67.0pp | 69.2%-51.5pp |
| Annual return | 0.48% | 3.44%-3.0pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $908 | $1,985-54.3% | $4,895-81.4% | $3,046-70.2% |
| Admin fee / account holder | $4 | $86-94.8% | $11,612-100.0% | $91-95.1% |