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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 | Claims processing; Recordkeeping and ... | $1,119 |
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 | $56,710 | $36,916+53.6% | $156,551-63.8% | $57,658-1.6% |
| Participation rate | 15.3% | 63.4%-48.2pp | 84.0%-68.8pp | 70.2%-55.0pp |
| Annual return | 11.03% | 12.38%-1.4pp | 32.23%-21.2pp | 5.13%+5.9pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $879 | $1,926-54.4% | $4,871-82.0% | $3,061-71.3% |
| Admin fee / account holder | $9 | $82-89.5% | $13,028-99.9% | $95-90.8% |