Filed December 17, 2025 (most recent of 2 filings on file)
Total covered: 2 employees
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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 ... | $707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,710 | $41,377+5.6% | $109,313-60.0% | $62,881-30.5% |
| Participation rate | 32.5% | 57.5%-25.1pp | 71.3%-38.8pp | 69.3%-36.8pp |
| Annual return | -0.08% | 11.05%-11.1pp | 22.07%-22.2pp | 20.14%-20.2pp |
| Employer contribution / active EE | $703 | $1,276-44.9% | $3,892-81.9% | $2,281-69.2% |
| Participant deferral / active EE | $1,641 | $2,045-19.8% | $3,166-48.2% | $3,203-48.8% |
| Admin fee / account holder | $4,288 | $2,884+48.7% | $5,666-24.3% | $4,296-0.2% |