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 ... | $728 |
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,026 | $46,877-3.9% | $122,354-63.2% | $70,126-35.8% |
| Participation rate | 47.9% | 58.2%-10.3pp | 71.6%-23.7pp | 69.5%-21.6pp |
| Annual return | 15.15% | 24.22%-9.1pp | 30.28%-15.1pp | 73.15%-58.0pp |
| Employer contribution / active EE | $997 | $1,288-22.6% | $4,051-75.4% | $2,343-57.5% |
| Participant deferral / active EE | $2,224 | $2,167+2.6% | $3,287-32.3% | $3,332-33.2% |
| Admin fee / account holder | $2,429 | $3,324-26.9% | $5,479-55.7% | $4,645-47.7% |