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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... | $835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $21,417 | $51,620-58.5% | $90,324-76.3% | $65,186-67.1% |
| Participation rate | 29.6% | 68.6%-39.1pp | 73.3%-43.7pp | 70.2%-40.6pp |
| Annual return | 2.97% | 24.94%-22.0pp | 78.15%-75.2pp | 29.39%-26.4pp |
| Employer contribution / active EE | $451 | $2,235-79.8% | $2,856-84.2% | $2,177-79.3% |
| Participant deferral / active EE | $926 | $2,871-67.8% | $3,885-76.2% | $3,514-73.7% |
| Admin fee / account holder | $13 | $384-96.6% | $5,356-99.8% | $847-98.5% |